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Level 1

What chart of accounts can QB provide me for personal (non-business) financial record keeping? Personal expense tracking does not fit the business chart of accts given.

 
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Intuit

What chart of accounts can QB provide me for personal (non-business) financial record keeping? Personal expense tracking does not fit the business chart of accts given.

Hello,


QuickBooks really isn't designed or meant for personal finances.  I have personally spent hours trying to configure it for tracking personal finances and it's messy at best.

I'd honestly recommend a web-based solution designed for personal finances.  Intuit makes Mint which is good and also Quicken (though no longer owned by Intuit) just introduced a web-based version that comes with the subscription to the latest release.

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Level 1

What chart of accounts can QB provide me for personal (non-business) financial record keeping? Personal expense tracking does not fit the business chart of accts given.

Thanks for the quick response. Very sorry to hear this news. Yes, it seemed exceedingly messy. I may have to go back to using QB for desktop.

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Level 2

What chart of accounts can QB provide me for personal (non-business) financial record keeping? Personal expense tracking does not fit the business chart of accts given.

I'm not an Accountant by any means, but I'm going to have to disagree. I use QB Online for both my personal and business accounts. I use Classes, such as "Personal" and "Business" to separate all transactions accordingly. In my Chart of Accounts, I have some that work for both personal and business, then create custom ones that might only work for one or the other. Such as: Groceries, Car Lease Payment, Mortgage, etc. for Personal and "Office Rent, Marketing, Advertising, etc. for Business. It works great for me. Then, when it's time to send my P&L to my Accountant, I only send him the Business class and it removes all the personal data. Just my 2 cents. 

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