How do I track my mileage? Is it manual?
Yes, with Money Pro, you must manually log your mileage. Here's how:
On the Mileage page, select “+ New Trip.”
Enter the From and To address.
If Duration and Distance (miles) don’t pop up, then manually enter the info (if they do automatically fill in and you want to edit them, you can).
Select Personal or Business Status.
Select which business the trip was for (default will be your business unless you have multiple businesses).
Select the customer the trip is attached to (optional).
Select or enter the vehicle.
Select “Save Details” to save the trip to your tracking history.
Can I add different vehicles?
Yes, you can add multiple vehicles for mileage tracking options. Here's how:
Navigate to the Mileage Tracking page.
Select the gear.
Select “Cars.”
Select “Add Car.”
Fill out the car information: Nickname, make, model, whether it is the primary car, vehicle year, and optional (odometer year and reading).
Can I set a favorite location? If so, how can I do that?
You have the option to set a favorite location under Mileage Tracking. To favorite a location:
Navigate to the Mileage Tracking page.
Select the gear.
Select “Favorite Locations.”
Select “Add New Favorite Location.”
Enter the Name and Address.
Select “Save.”
The newly added location will show up under your Favorite’s list
What reports are available for mileage tracking?
To access the Mileage Tracking reports, go to the Mileage Tracking page, select the gear icon then select “Reports.” You’ll see the following list:
Business Mileage by Business
Business Mileage by Client
Mileage Detail List (downloadable spreadsheet)
Personal Mileage by Category
Is mileage tracking available on my mobile app? Will it automatically track my trips?
No, it's not on the app yet. Currently, mileage tracking is only available through our web-based platform and can only be tracked manually.
I used to track mileage through Hurdlr and now I can’t access those trips. Can I get an export?
Yes! If you need an export of your mileage tracking, please contact one of our Customer Success agents. Please expect this request to take a couple of days to fulfill.