How to categorise and match a personal transaction

What to do if you want to categorise and match a personal transaction
Written by Johann Oberholzer
Updated 1 year ago

When you have personal transactions (when it isn't a business transaction) to review from your linked bank account, you can follow these steps:

  1. Navigate to the Dashboard and click on your bank balance
  2. The list of your available transactions are displayed
  3. Identify the personal transaction 
  4. Swipe right to mark the transaction as a personal transaction 
    It's important to separate personal and business finances because doing so allows you to operate your business successfully. If you don't  separate business expenses from personal expenses, it can adversely affect your business's day-to-day operations because you may not have a good handle on the cash flows.
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