Support guide
Keep a clear view of business activity.
Optional business tracking adds a flag to relevant transactions and a focused report without requiring a separate copy of every mixed-use budget.
1. Enable business tracking
- Open Escape The Paper > Settings or press ⌘,.
- Turn on Track business expenses.
- Set the financial-year starting month that applies to your reporting.
The Business column and Business window become available after this setting is enabled.
2. Mark business transactions
Tick the Business column for an individual transaction. To update several at once, select them, right-click, and choose Mark as Business. When a business transaction is split, the split portions retain the flag.
Unmarking a transaction removes it from business reporting without deleting it from the budget.
3. Review the Business window
Open Business from the toolbar or press ⇧⌘P. Choose a financial year, calendar year, or custom period. The snapshot shows profit and loss, income, expenses, net result, and top categories for the selected period.
Use View All Transactions to inspect the entries behind the report. If a total looks wrong, check the date range, category types, and which transactions carry the Business flag.
4. Export the current report
Export CSV from the Business window to create a table for the currently selected report period. Open it in Numbers, Excel, or your accounting workflow, and check the period and rows before passing it on.
The CSV can support record-keeping, but its usefulness depends on how accurately transactions were categorised and flagged.
Reporting support, not professional advice
Business tracking organises the records you enter; it does not decide whether an item is deductible or replace accounting and tax advice. Keep source documents required in your jurisdiction and confirm uncertain treatment with a qualified professional.