PRO
If you use the same facturillo account for your own life and for your work (you are self-employed, run a small business or pay work expenses with your own money), you can keep the two apart without opening another account. You turn on your business profile once, mark each receipt as Personal or Business, and from then on you see each side on its own or both together. It is a facturillo Pro feature.
What you can do with it
Mark each receipt as personal or business, and move it to the other side whenever you want.
See only personal, only business or everything together, with one tap, in your receipts, your analysis and your pockets.
Keep a personal budget and a business budget, each with its own spending.
Export only your business receipts to Excel, for example for your accountant or your tax return.
Before you start
- You need facturillo Pro. On the Free plan, tapping Business Profile shows the plans screen.
- All of this happens inside your personal account. It is not the same as a business account shared with other people (explained at the end).
Step 1: turn on your business profile
On the home screen, tap the round button at the top right (it alternates between your profile photo and a three-dot icon) to open your profile.
Tap Business Profile. The Create Profile form opens.
Pick the TAXPAYER TYPE and type your NAME (or the LEGAL NAME, if it is a company). The economic activity and the TAX ID (OPTIONAL) can wait.
Tap Save & activate at the bottom. Done: from now on the All / Personal / Business selector appears.
Step 2: mark a receipt as business
The receipts you already had stay personal. To move one to the business side:
Open the Receipts tab in the bottom bar and tap the receipt.
Tap the three-dot menu at the top right.
Tap Move to Business. The receipt moves to the business side and you go back to the list. If Personal is selected, you will no longer see it there. To see the Business tag, open the receipt from All or Business.
To move it back, repeat the steps and tap Move to Personal. The option appears on receipts that have finished processing.
For many receipts: pick the side before you add them
You do not need to move what comes next one by one. New receipts are saved on the side you have picked at that moment:
When scanning: on the scanner screen, below the card at the top, pick Personal or Business. Every receipt you scan is saved on that side until you change it. This is the same selector as on every screen: if you change it here, Home, Receipts and Analytics switch to that side too.
When adding a receipt by hand: the form has a Personal / Business selector at the top. That one only tags the receipt you are creating and does not change what you see on the other screens.
From any screen: if you pick Business on Home, Receipts or Analytics, the scanner opens on Business already.
Receipts you already have change side one by one, with Move to Business or Move to Personal.
Step 3: see each side on its own
The All / Personal / Business selector appears at the top of Home, Receipts, Analytics and Pockets, and also in Budget, Export to Excel, Recurring Expenses, Favorites and your baskets. What you pick on one screen applies to all of them:
Personal shows only your personal receipts, and your totals, charts and limits are worked out without the business ones.
Business shows only the business receipts.
All puts both sides together, as if there were no split.
Tip
If a receipt "disappeared" from your list, check the selector: you are probably on Personal and the receipt is on Business, or the other way round. Tap All to see every receipt.
In your budget and your exports
Budget: in the Analytics tab, with the All view and the Month period, the budget card shows PERSONAL and BUSINESS side by side. If you do not have a business budget yet, tap Create your Business Budget to set one up. Inside Budget you switch between the two with Personal / Business.
Excel: in your profile tap Export to Excel, pick Business in the selector at the top, choose the date range and tap Export. The file holds only that side's receipts. See Customize your Excel.
Pause or turn it back on
To stop splitting, open your profile › Business Profile (the row keeps its name). On the screen that opens, which is now titled Edit Profile, tap the three-dot menu at the top right and choose Pause business profile, then confirm in the dialog. The selector disappears and the app shows everything together again. Your receipts are not lost and do not change side: if you go back into Business Profile and tap Save & activate, everything is split again as before.
What about a business account?
They are two different things:
The business profile (this guide) splits your receipts inside your personal account. It is yours alone and you invite nobody.
A business account is another account, shared with other people, that you switch to from the account selector. There the Personal / Business selector and the Move to Business option do not appear, because the whole account already belongs to the business. See Your facturillo account: personal, family, and business.