Welcome to QuickBooks Community, cbreen. Let me show you how to categorize a transaction. You should mark the transaction that is not part of your business as Personal. From the Transactions menu, find the transaction on the list.Select Personal under the Type column.Choose or review the category in the Category column. Select a general type, and select a more detailed category.When you're done, select Save.Please check this link: Categorize transactions in QuickBooks Self-Employed. This will show you the detailed steps in categorizing transactions and the different categories. Post again if you need anything else. I'll be here!

Question

How do you categorize personal expenditures?

Forum|Forum|5 years ago
February 22, 2021
11 replies
130 views

No text available

QuickBooks Self-Employed

AlexV

Level 10

Welcome to QuickBooks Community, cbreen.

Let me show you how to categorize a transaction.

You should mark the transaction that is not part of your business as Personal.

From the Transactions menu, find the transaction on the list.
Select Personal under the Type column.
Choose or review the category in the Category column. Select a general type, and select a more detailed category.
When you're done, select Save.

Please check this link: Categorize transactions in QuickBooks Self-Employed. This will show you the detailed steps in categorizing transactions and the different categories.

Post again if you need anything else. I'll be here!

A

Aus5252

I don't have the personal option under transactions

E

Explorz

Hello, @Aus5252.

Thanks for joining this conversation. Allow me to chime in and help you categorize your expenditures in QuickBooks Self-Employed (QBSE).

The Personal option can be found in the Type column on the Transactions menu. If you're unable to see it, let's sign in to your QBSE using a private browser (incognito). This will help us check if this is a browser-related (cache and cookies) issue.

Here's how:

Press Ctrl + Shift + N (Google Chrome).
Ctrl + Shift + P (Firefox).
Control + Option + P (Safari).

Once logged in, go back to the Transactions menu and check if you can now see the Personal option can be found on the Type column.

If it's successful, return to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

To learn more about managing and categorizing transactions in QBSE, consider checking out this article: Categorize transactions in QuickBooks Self-Employed.

For tips and other resources, I recommend visiting our website for future reference: Self-help articles.

Please post again or leave a comment in this thread if you have follow-up questions about this or anything else QuickBooks. I'll be more than happy to answer them. Stay safe and enjoy the rest of the day.

There isn't a "Type" column. Just Date, Description, Amount and Sign to

M

MattLewis

Maybe your personal categories are turned off?

If so...

Solution:

Step 1. Go to gear icon (settings). Under "TOOLS."
Step 2. Select "Manage categories." In the upper-right corner
Step 3. Toggle (switch on) "Personal categories."

Unfortunately, the "Personal categories" toggle (switch off) again when you run a report and then click on particular category (which links to transactions). No worries, simply switch on "Personal categories" again (Follow steps above.)

Rinse and repeat 15-20 times an hour.

It's tax season. Having fun yet?

I found and reported this bug with the QuickBooks Self Employed team at Intuit. As of today, a QBSE rep has escalated for further investigation and solution.

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