Hi @needsmorecoffee,
I'll take care of your query about tagging your expenses in QuickBooks Self-Employed (QBSE).
These should be marked as business expenses so the proper deductions will be applied.
Unless it's a combination of business and personal expense, then follow these steps:
- Choose Split from the Type column.
- You can decide to split this transaction by Amount or Percentage.
See this article for additional details of the split feature, including screenshots for your reference: Split and Exclude Transactions.
As for assigning categories, take a look at this article: Categories in QuickBooks Self-Employed. This is a complete list of categories you can use in QBSE.
You also mentioned rules, so I suggest checking this article: Create rules to speed up reviews in QuickBooks Self-Employed. Here you can find steps on how to create rules in a browser, as well as within a mobile device.
Feel free to post a comment below, in case you have other questions in mind. I'll get back to you.