In addition to tracking your data at the business level, you can also track it at the client-level.
Two Ways to Add a New Client:
From the Settings Menu
On the mobile app, tap the 3 dots in the top left corner or on the web app, click the gear icon in the top right corner
Select ‘Clients’
Click the ‘+’ sign in top right corner
Select which Business they’re associated with
Enter the Client Name
Click ‘Save’
While Entering/Tagging a Transaction or Trip
Navigate to the Income, Expenses, or Mileage Dashboard
Select a trip or transaction
Tag the expense as Business and choose the appropriate business
On the mobile app, tap the Client field and tap the ‘+’ sign in the top right or on the web app, click the Client field and click ‘+Add New Client’
Type the Client Name
Select 'Add', then 'Save'