Set up the Business Tracking Register

To use the Business Tracking Register (BTR), first set up virtual envelopes with assigned percentages totaling 100%, such as Inventory (55%), Sales Tools (5%), and Business Income (40%). Next, allocate expense categories for tracking by selecting Expenses, adjusting category settings, and linking them to BTR categories. Finally, add deposits and transactions to complete the tracking process.

Step 1: Setting Up Your Envelopes

1. From the Business Tools menu, select Business Tracking Register.
2. Click the settings button to define the envelope labels and allocate a percentage to each (combined envelope percentages must equal 100%).
3. Click OK when finished.

Default Categories & Suggested Percentages:

• Inventory (55%): 50% for Section 1 (Retail Product) and 5% for Section 2 (Supplies)
• Sales Tools (5%): Marketing (PC Program, etc.)
• Bus. Income (40%): Profit (It is recommended that the amounts for envelopes 1 -5 be deducted from Bus. Income)

---

Step 2: Allocating Expense Categories

1. From the main toolbar, select Expenses (or from the Business Tools menu select Expenses).
2. Click the settings button then select Categories from the drop-down menu.
3. Locate the category you want to track and select the BTR category from the drop-down items listed under the Business Tracking field.
4. Click OK to save.

---

Additional Information:

• Expense Categories, Payees & Filters
• Record & Track Bank Deposits