Everything on an account marked as business already counts as business money. Transaction marks are for the exceptions: a business purchase on your personal card, a personal purchase on the business card, or something you use for both, like a phone plan.
The Business option appears once you have a business: an account marked as business, or settings saved on the Business page. It's included with Thrive and Thrive Duo.
Mark one transaction
Open the transaction
On Transactions, tap the transaction to open its details.
Choose Business
It's just below Ignore.
Say whose money it is
Choose Personal, Business or Part business. For part business, type the Business share as a whole percent from 1 to 99.
Check the tax line
Under In the books, Tax line shows the line its category suggests. Tap it to choose a different one.
Save
Choose Save. Or choose Save, and do this for every… (the button names the merchant) to save it and start a rule with the same answer.
Choice | What happens |
|---|---|
Personal | It stays out of the business books. Bought with business money, it counts as an owner draw, not a cost. |
Business | All of it goes in the business books and comes out of your personal budget. |
Part business | Only the business share is in the books. Your personal budget counts the rest. |
If you're registered for GST/HST, a field for the tax on the receipt appears too. See how GST/HST works.
Mark many at once
Select transactions
On Transactions, select the ones you want. See changing many transactions at once.
Choose Business in the bar
A small panel opens.
Pick one answer for all of them
Choose Business, Part business or Personal. You can pick one tax line for them all, or leave it on Each keeps its own line.
Choose Apply
Each transaction is marked based on its own account, so a mix of personal and business cards is fine.
Split purchases and your partner's transactions are left out, and the panel says how many. Mark a split purchase through its parts.
On the Business page, Review files every charge from a merchant with one answer, and its Always do this makes the rule for you. On its Transactions tab you can also tick rows to File under… one line, or mark them Personal. See how business books work.
Let a rule do it
A rule marks every matching transaction, the ones you have now and each new one as it arrives. It's handy for a card you use for both.
Create or edit a rule
From Rules, or from a transaction. See how to create a rule.
Add the Business action
Under Add an action, choose Business. In a rule made from a transaction, the row is called Mark for the business.
Choose the answer
Business, Part business or Personal, plus a tax line if you want one.
Save the rule
A rule never changes the GST/HST you typed on a transaction, or whether you marked it reviewed.