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use buckets to keep businesses separate

if you run two businesses out of one account (or you want to keep personal receipts away from work), buckets are how you scope. every receipt belongs to exactly one bucket, and exports/searches are per-bucket.

3 steps~2 min
  1. 1

    open the bucket switcher

    the bucket pill at the top of the receipts list shows the active bucket. click it to switch.

  2. 2

    create a new bucket

    from the switcher, click "new bucket" and name it ("main business," "side hustle," "personal"). every scan from here on lands in whichever bucket is active.

  3. 3

    move a receipt to a different bucket

    open the receipt detail and pick a different bucket from the dropdown. useful when you accidentally scan a personal receipt into your business bucket.

    tip

    name buckets after the entity, not the topic. "acme llc" + "personal" is cleaner than "work" + "home" — your accountant will thank you when buckets line up with your tax filings.

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