To reflect the need to take money from the business for personal use in the service, you can use system categories: Loan granted.
1) Create an expense using the “Expense” button on the top panel.
2) Specify the account, amount of funds, the category “Loan granted”, and borrower, which in this case is you:
Let’s move on to the Analytics section, the Accounts receivable.
The service has recorded the amount you will need to return to the business:
Using the “Plan” button, you can adjust the amount with return operations:
You can plan a partial repayment. For example, we plan to return $500 to the business first and then return the remaining amount later:
We have created a loan of funds, and you will not forget to return the amount to the business.
Similarly to the loan example, you can create a disbursement of personal funds for business purposes. In this case, the business “owes” you, and you set up a transaction using the system category “Received credit”:
Let’s move on to the Analytics section, the Creditor report.
We can see that the service has recorded the amount you will need to take back from the business for yourself:
When you use your card for personal and business expenses, you can create an expense category, “Personal.”
1) Go to “Settings” and select “Expense categories.”
2) Click “Add category”:
You can add subcategories to this category, for example, “home”, “food”, “transportation”, and so on:
To create a subcategory, you need to create a regular category and drag it under the main one:
Now you can mark personal expenses and view in detail in “Analytics” which subcategories these expenses belong to.
Using advanced filters in reports, you can view only business expenses, excluding the “Personal” category:
