How to manage personal transactions

In Cheqbook, you can manage your personal transactions alongside your business transactions. To enable this feature, use the following steps.

  • Login to https://secure.cheqbook.com/
  • Select "Settings" from the company dropdown with your company name
  • Select "Yes" from "Will accounts ever include personal transactions?"
  • Click "Save"
  • Next, you need to change any linked accounts to be "Mostly Personal" if most transactions coming in on that account.
  • Click the "Dashboard" icon on the top left.
  • Click "Manage" next to account you want to change
  • Select "Mostly Personal" and click "Save". NOTE: This change will not affect the categorization of previously downloaded transactions. New transactions however will be categorized personally if they do not already have a payee.
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