Mark a transaction as personal or business (Mobile)

You can mark a transaction as Personal or Business to help you keep track of your income, expenses, and transfers.

In the Banking list, swipe the transaction right to mark as Personal, or swipe left to mark as Business.

Notes

  • If you have more than one business set up, you must select a business. OnBalance then assigns the transaction to that business and, also, assigns the default category to the transaction.
  • When you mark a transaction as Personal, OnBalance automatically assigns Personal as the category for the transaction. If you mark the transaction as business, OnBalance assigns the transaction to the business selected and, also, assigns the default category for that business to the transaction.

The availability of some or all of these features depends on your OnBalance bundle.


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