How to add my own categories in QB Self employed?

Good day, @pa6314.

Thanks for reaching out here in the Community. I'd be delighted to share some information about adding categories in QuickBooks Self-Employed (QBSE).

At this time, QBSE does not yet support adding your own or custom categories. We're looking into ways to employ dynamic categories while preserving their primary function as tax categories on tax forms. We need to do both to ensure your estimated taxes are accurate.

When you categorize, QuickBooks takes your transactions and places them on the relevant line of your Schedule C, as well as organizes your income and expenses so you can see which aspects of your self-employed business have the most impact.

In the meantime, you can choose one of the default categories for kids. Just make sure to enable the Personal Categories from the gear menu.

On the other hand, you'll also want to check out the QuickBooks Online program if you really need to add your own account to the Chart of Accounts.

Additionally, kindly visit this resource to see different information on how QBSE tracks your business income and taxes: QuickBooks Self-Employed Overview.

Please keep me posted if there's anything else you need or any concerns about managing categories or transactions in QBSE. Just leave a comment below. Have a wonderful day!

Hey there,
My QBSE account doesn't have personal categories in the tools menu.
I really want to organise my personal spending, because it has direct influence over my business spending.
Is my version a simpler product perhaps?
Thanks

Thank you for joining the thread, @BryanBay.

 I recognize that you're having issues with missing fields in QuickBooks Self-Employed. I'm here to shed some light on the error you ran.

We can perform some simple troubleshooting steps to fix odd behaviors like missing options when you encounter them. Your browser's corrupted file cache could be the source of this issue. Let's launch the website in a private or incognito browser. Your browsing history won't save in this mode, which will help you identify any website problems.

The keyboard shortcuts are as follows:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N 

Furthermore, we return to your default browser and clear the cache if it worked. For more details on resolving problems with QuickBooks, see this page: Clear cache and cookies.

If not, try a different browser, such as Firefox, Chrome, or Safari. Using a different browser will allow you to resume work because the one you are currently using might be temporarily experiencing a problem with QuickBooks.

In addition, if you want to discover more about handling transactions, you can read this article to learn more about categorizing money transfers in QuickBooks Self-Employed. 

There you have it, @BryanBay. With the steps above, I'm sure you'll be able to see the personal expense tab. Keep safe.