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Level 1

Will you be adding rules that include tags (for Personal) the quickbooks product roadmap?

 
1 Comment
QuickBooks Team

Will you be adding rules that include tags (for Personal) the quickbooks product roadmap?

Hi there, svhoshin. 

  

Welcome to the Community. Adding rules that include tags in QuickBooks is possible. It will track things the way you want, and they don't affect your books. However, there is a limitation on adding tags in transactions.

 

For more detailed information, you can check out this article: What are tags and why should I use them?. Also, you can create rules to speed up reviews in your book. It helps to quickly categorize recent and past transactions. 

 

For additional reference, I've attached a link you can use to categorize transaction in QuickBooks Self Employed.  

 

Should you need anything else, don't hesitate to leave a comment below. I'm always around to help you out. Stay safe!

 

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