Summary
You can mark a transaction as personal or business in Nance by assigning the appropriate category to it.
How This Works in Nance
Nance does not use a separate “personal vs business” toggle. Instead, this is handled through the category system.
How to Mark It
- Go to the Transactions page
- Tap on the transaction
- Open the Transaction Details page
- Update the category/subcategory based on whether it’s personal or business
- Save the changes
How Categories Define This
- Personal transactions → Categorized under regular expense categories (e.g., Food, Travel, Shopping)
- Business transactions → Categorized under relevant business-related categories (e.g., Business Income)
This approach keeps everything consistent with your overall financial insights.
Important to Know
- There is no separate label—category is the source of truth
- Your selection impacts:
- Insights and reports
- Budgets and analysis
- You can update this anytime
No extra toggle.
Just smart categorization doing the job.