If you have certain bank accounts or credit cards that are only used for business transactions or only used for personal transactions, you can set them as business or personal accounts in Hurdlr. By doing so, all of the past and future transactions that pull in from that account will be automatically tagged based on how you set the account.
After linking your bank account or credit card, you’ll be able to choose whether an account is Mixed Use (i.e., has business and personal transactions), Business Only, or Personal Only.
If you choose Mixed Use, you’ll be able to tag each transaction as business or as personal when it pulls into Hurdlr.
If you choose Business Only, existing and future transactions from that account will automatically be tagged as business when they pull into Hurdlr. If you have multiple businesses and have separate bank accounts or credit cards per business, you can even select which business to tag the transactions from that account to.
If you choose Personal Only, your existing and future transactions from that account will automatically be tagged as personal when they pull into Hurdlr.
You can edit the settings for each account at any time from the Banks & Integrations page. On the web app, click the gear icon in the top right corner, or on the mobile app, tap the three dots in the top left corner, then select Banks & Integrations.