Can you keep my side business separate from my personal money?
Tag business income and costs as they come in, even from shared accounts.
Try this with your agent- What your agent needs
- Which payers and merchants belong to the business. Your agent asks about the unclear ones.
- What you get back
- Rules and tags that keep business activity apart, with income and costs by month.
- When to use it
- Run it when you need it, or ask your agent to repeat it monthly.
Try it with your finances.
Copy the prompt into the AI agent you use with Candor. It works from your Candor records and asks for anything it's missing. New to Candor? Connect your agent first.
Help me keep my side business separate from my personal money in Candor. Ask which income sources and merchants belong to the business and which accounts it uses. Tag business income and costs, write rules for the clear patterns so new charges sort themselves, and leave mixed purchases for me to decide. Show me business income, costs, and the difference by month. Treat possible deductions as candidates for my tax preparer, not settled facts.
Nothing runs until you send the prompt to your agent.
Sort the clear patterns and ask about the rest
Side businesses often run through personal accounts. Candor can tag business income and costs and apply rules so new charges sort themselves. Your agent needs you to say which payers and merchants belong to the business, and mixed purchases stay yours to decide.
Check the answer
- Review a few tagged charges each month. A rule that is too broad can pull personal spending into the business.
- Treat possible deductions as candidates for your tax preparer. A tag does not make a charge deductible.
Choose a next step
A monthly total of business income and costs makes tax season shorter. When the side income grows, track it against going full time.
Keep exploring.
What does my tax preparer need from me?
Bring income, possible business expenses, and missing documents into one checklist.
One-time reviewFull guideLooking aheadWhen could my side income replace my paycheck?
Track a side business or freelance work against what you would need to go full time.
One-time or monthlyStaying organizedCan you keep my money organized for me?
Clear categories and recurring payments, with less sorting for you.
One-time or dailyAsk it with your own numbers.
Set up Candor, then send this to the agent you already use. It answers from your real records and keeps the plan for next time.