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jmw111
Level 1

Can I create a custom personal expense category?

 
1 Comment 1
GebelAlainaM
QuickBooks Team

Can I create a custom personal expense category?

Yes, you can create a custom personal expense category using the Labs feature in the Settings of your QuickBooks Self-Employed, @jmw111. However, please know that this is a beta feature and may not be available for everyone. Let's get into the details.

If you have the Labs feature, let's turn it on and customize a personal expense category. Here's how:
 

  1. Go to the Settings and select Labs.
  2. Select the Turn it off option and Turn it on.
  3. Turn on the Personal categories button and click X to add a customized category.
  4. Pick an expense type and Add custom category.
  5. Add the name of the category and click Save.
     

If you don't have this feature, you can categorize the transaction as Personal under the Type column and refer to your accountant on which specific category you can use. Please check out this article for more details: Categorize transactions in QuickBooks Self-Employed.

Moreover, I'll share this article for future reference in filing your taxes with QuickBooks Self-Employed: QuickBooks Self-Employed annual tax guide. It includes details on managing tax returns and year-end reports.

Are there more questions on your mind about setting up a custom personal expense category in QuickBooks? All it takes is pressing the Reply button below. I'm here to provide answers and assist you efficiently.

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