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Account management
I have this same issue. I am going to try setting up a project for my personal transactions and assign/split transaction and assign to either the business or project. I will then filter report to see if the results are accurate.
alternatively, I could just delete all the persons stuff which I’m sure may present it’s own set of challenges.
@bertcox1 wrote:I must say this is maddening. Why not be able to simply customize your P&L. for a sole prop like myself I have business expenses coming from a personal credit card and checking account. if I want a window into what my business is doing I should be able to easily customize what is showing in my P&L. This is so basic....
@bertcox1 wrote:I must say this is maddening. Why not be able to simply customize your P&L. for a sole prop like myself I have business expenses coming from a personal credit card and checking account. if I want a window into what my business is doing I should be able to easily customize what is showing in my P&L. This is so basic....