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Business

The ClarityTrack Business plan is one subscription for an owner whose business and personal money sit side by side: it holds up to five contexts, tags each account personal or business, tracks a tax set-aside from business cash, and shows what you paid yourself from the business.

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What does the ClarityTrack Business plan include?

The Business plan is for an owner whose business money and personal money live side by side. It gives you room for up to five contexts, so more than one company can sit alongside your personal money, and one subscription covers both sides, not two. Every account is tagged personal or business, so you can ask Clarity a question about either side.

How do I move one charge between personal and business?

Tell Clarity which charge belongs on the other side, for example "that Lovable charge is business". Clarity shows you what the move does, and once you confirm it, every figure on both sides follows the charge.

How do I see what I paid myself from the business?

Ask Clarity "what did I pay myself from the business" and it shows what you paid yourself over the last 90 days, and what you put into the business. The figures are matched from the transfers between your own accounts at any bank, so they come from your real accounts, not from an estimate.

How do I track a tax set-aside from business cash?

A tax set-aside is a goal that counts business cash only, never your personal savings. Ask Clarity "how is my tax set-aside going" and it reports how far the business cash you've put aside has come towards the goal.

What the Business plan includes
What ClarityTrack's Business plan does for an owner who mixes personal and business money, from tagged accounts and contexts to answers for each side.
Move one charge between personal and business
How to move a single charge between personal and business by asking Clarity, and how every figure on both sides follows the charge once you confirm.
See what you paid yourself from the business
How to ask Clarity what you paid yourself from the business over the last 90 days, and what you put into it, matched from your own transfers.
Track a tax set-aside from business cash
How to ask Clarity how your tax set-aside is going, a goal that counts business cash only, so your personal savings never make it look further along.