Personal Expenses
I have reviewed the board and found a few scenarios like mine however not exactly so sorry if this is a re-post. I just recently joined Zoho Books and had to go through 2000 transactions manually which took FOREVER. So the dilemma that I am facing is that I have attached my personal and business checking cards to my account because it was not until half way through 2015 that I decided to open up a business account as an independent contractor.
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When I first started my account I placed the opening balance that I had for the account at the start of the 2015 year which was correct. An issue arose when I started marking all of my personal items as excluded as it just deletes the item however does not address the amount in my account which now is very off. Should I go back through all of the excluded items and put them in an account named Personal? If this is the best option how do I go about removing those items from:
1. My taxable accounts?
2. My reports that I will be running?
3. Showing up in my dashboard?
Last but not least I marked all items in categories except for the ones that I excluded however in my dashboard I am still seeing an expense account as other. And when I try to click the other expense in the pie table nothing populates in fact it will not even let me click on other expenses can you clarify other expenses?
Thanks for your time I very much look forward to hearing back from you
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