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vickie-turley9-g
Level 1

How do I create a budget in QuickBooks Self-Employed?

I use a MAC (if that matters) and I have the online version of QuickBooks Self-Employed. I have my personal and business accounts in one. Is there a way for me to create a budget in this version of QuickBooks?
1 Comment 1
LieraMarie_A
QuickBooks Team

How do I create a budget in QuickBooks Self-Employed?

Thank you for reaching out, vickie-turley9. I understand the value of creating a budget as an effective tool for managing your finances.

 

In QuickBooks Self-Employed, the Budget feature is unavailable. It's a streamlined version primarily designed for self-employed individuals to manage their income and expenses easily.

 

If you require budgeting capabilities, you may want to consider upgrading to QuickBooks Online Plus or Advanced. It offers a more comprehensive suite of features, including budgeting tools that can help you plan and track your finances effectively. 

 

Furthermore, you'll want to use tags to track transactions however you'd like. 

 

If you have any questions or need assistance with the upgrade process, please feel free to reach out. We'll be happy to help.

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