Can you categorize mortgage payment in Quickbooks Self Employed? For example, I am trying to separate Principle, Interest, Tax and Insurance.

Hi there, rcohen2521. I am here to help you with categorizing your mortgage payments in QuickBooks Self-Employed (QBSE).

We can categorize transactions as business or personal and split them by amount or percentage. Since categorizing them as a percentage was inaccurate, I recommend splitting them by amount. However, you can only do this using the mobile app. Here's how:
 

1. On your mobile app, go to Transactions. Select the menu icon and then Transactions.
2. Find the name of the transaction you want to split.
3. Hit Edit.
4. Choose the Split option.
5. Select Personal or a business category for each split in the Category column.
6. Enter the amount for each split in the Amount column.
7. Click Add line if you want to add additional splits.
8. Select Save.

I'm also sharing you with an article on how to import your data. Doing so ensures your record is accurate: Add older transactions to QuickBooks Self-Employed (intuit.com).

If you require further assistance in categorizing your mortgage payments, please do not hesitate to inform us. We are always here to help.