Greetings! I was wondering in categorizing my bank transactions is it possible to see more of the characteristics of the transactions such as product bought or vendor?

Hi @20clear-eyes20-g , you could edit the description field in those transaction. Comment back, cheers.

Welcome to the Community, @20clear-eyes20-g.

I can provide some clarification about the bank transactions in QuickBooks Self-Employed.

Currently, expanding the characteristics of the transactions by adding more details is unavailable. In the meantime, you can utilize the Notes field to include information you need to the uploaded data from your bank (see screenshot below).

Thanks for your input on this feature. We'll continue to update the features in QuickBooks to serve you better, and this preference might be available in the future.

Meanwhile, I recommend the following resources for your reference about excluding transactions and how to handle duplicates:

• Exclude or delete transactions in QuickBooks Self-Employed
• Handle duplicate transactions in QuickBooks Self-Employed

If you have additional questions or concerns while working in QuickBooks Self-Employed, leave a comment below. I’ll be happy to help you out.