I need to categorize personal transactions into subcategories (different expenses categories like Food, Travel, furniture, etc...) how do I do that?
Thanks for joining us! I hope you're having a great week and that you've been able to enjoy some time off for the holidays. I'm happy to go over the categorization options for QuickBooks Self-Employed with you.
Being able to categorize your expenses in finer detail is a great way to keep on top of your bookkeeping, including for personal transactions. While business transactions give you multiple options for adding categories, at this time, personal transactions can only be categorized as personal.
To help with making sure you have the information you need in your books, I recommend using the Notes section on a transaction to add these details. You can access this field by double-clicking a transaction that's been fed in from your bank feed. It should appear automatically when you select the Add transaction option.
You can share feedback about this feature and what you're looking for by selecting the Assistant feature your account. This will open up a chat window, where you can type "Feedback," hit enter or send, then proceed with the feedback options.
I hope that helps!
With a few clarifying details, I'm certain an agent can help you with this question and share more about how the categorization works with reporting in QuickBooks Self-Employed. I want to make sure you find the information you need!
Here's how you can reach out: Contact QuickBooks Self-Employed Support
I hope that helps! :)
Nowhere on the website does it make it plain that you cannot categorize personal expenditure. As that is the case I want my money back as the program is useless for the purpose for which I have bought it.
I can appreciate that having the option to categorize your personal expenses was vital for your needs and use of the Self-Employed program. In this case, you'll have to reach out to the designated Self-Employed team directly, where an agent can assist you with any account-specific or billing concerns.
I'll also be passing along your feedback regarding the website for the product, and ensure that our team is made aware of the fact that this may be unclear to prospective users. We appreciate your feedback about this.
This feature must have been added recently. I'm just returning to quickbooks self-employed after being gone for a year. The program asked me if I wanted to start tracking personal categories, and I answered yes. After using it a little, I realize that I actually don't want to do this. I like the old way of just categorizing all personal as just personal. I have other software for my personal accounts. Is there a way I can go back to the old way?
Hello michaellanning. Welcome back to the QB Self-Employed family, we're glad to have you back. QB Self-Employed focuses on providing the necessary tools and resources which help you streamline your work. The features help you save time for the things you love doing.
Having the option to use prior features/program layout on the program can be beneficial to you and I recommend bringing this to the attention of our QuickBooks Self-Employed team using this link here. The link takes you to a contact page, where a support specialist will be happy to assist. In case you have other questions, don't hesitate to leave a comment below.