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Marking transactions as personal

If a transaction is personal (not business-related), mark it as Personal so it stays out of your business reports.

Two ways to do this:

  • Single transaction - click into the transaction and click Mark Personal in the top right
  • Bulk - tick multiple transactions in the list and click Mark Personal under Batch actions

Personal transactions do not appear in your P&L or tax calculations. You can still see them in the bank feed by toggling Hide personal off.

If you have a mixed personal/business account, a common workflow is: bulk-mark everything as personal first, then go back and re-categorise the business items individually.