Connect all of your credit card accounts.
Configure profiles for all of your cards. Cards you use primarily for personal, mark as personal. Cards you use primarily for business, mark as business. Cards that you frequently use for both personal and business, mark as both.
If you need to file a Schedule C, make sure to use Schedule C categories.
Review business transactions and recategorize anything incorrect. Create custom rules for future automation.
Add receipts to business transactions.
Activate recurring charges tracker.
Enable notifications to get helpful reminders and insights.
Review Insights at least every week to review insights about your spend and rewards.
How to Maximize Your Platinum Membership
Written by Marcia Cunning
Updated today