Switch between personal and business

Your personal money and each business keep separate books. Switch to see and record in the right one.

Steps

  1. On a computer, click your name at the top right. On a phone, tap More at the bottom.
  2. Under Switch account, tap Personal or the name of your business.
  3. Rekodi opens the Home page of that account.
  4. Check the name under the Rekodi logo to see which account you are in.

Tips

  • Each account can have its own colours. Change them in Settings, then Appearance.
  • In the phone app, the accounts sheet also lets you switch, create and edit accounts.

Related

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