Keep private tasks, reminders and daily spending

Step by step

1. Open Personal Records and choose Tasks & reminders or Daily expenses.
2. For a task, add a clear title and optional note. For a reminder, also set its date and time.
3. For spending, enter positive amount, three-letter currency, date and category, keeping personal and business expenses distinct.
4. Save and review filters for open, completed or overdue tasks and the expense date range.
5. Mark completed tasks or reopen them as needed. Review daily and category spending summaries in the selected currency.

Common question

Will a private expense reduce company profit?

No. Record an approved business expense through Accounting if it belongs in company accounts.

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