ExpenseBot

I'm tracking personal spending, not business — how do I switch?

If you set up as a business or freelancer but you're really tracking personal/household spending, switch anytime: Settings → change your role → Personal tracking. Personal mode removes the tax/business tools you don't need and unlocks personal-focused reports like the Spending Breakdown. Your data stays put — nothing is deleted; you're just changing the lens. You can switch back any…

If you set up as a business or freelancer but you're really tracking personal/household spending, switch anytime: Settings → change your role → Personal tracking. Personal mode removes the tax/business tools you don't need and unlocks personal-focused reports like the Spending Breakdown. Your data stays put — nothing is deleted; you're just changing the lens. You can switch back any time.

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