BUSINESS AND PERSONAL ACCOUNTS

My profile is reflecting multiple Investec accounts. I can disable the ones that are not really relevant (eg Investec rewards). I am interested in analyzing and tracking two accounts, business and personal, but it looks like they are being combined. How can I see the two separate accounts and have budgets and reports for each one separately?

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5 comments
  • Hi Martin,

    Thanks for getting in touch! I'll be in touch via email shortly.

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  • I'd also like a solution to this as I am tracking mine and my wifes account, which both have separate budgets.

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  • Hi Bruce,

    I've sent an email through to you as well :)

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  • Hi

    I would also like a solution to this, i have business and personal accounts using the same bank login profile, how do i track them separately?

     

    Regards

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  • Hi William,

    Since 22seven is designed for personal financial management, we have no dedicated feature that will allow you to split personal from business accounts.

    The only thing we can suggest is to open two 22seven accounts & link your online banking profile to both.

    Then, from the 1st 22seven account, delete your business accounts. On the 2nd 22seven account, delete your personal accounts. You will then have a 22seven account for your personal accounts and another 22seven account for your business accounts.

    A bit of workaround, but at this point in time, it is the only practical solution we can offer in this case.

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