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December 26, 2019
Question

Multiple categories for personal expenses

  • December 26, 2019
  • 1 reply
  • 0 views

I need to categorize personal transactions into subcategories (different expenses categories like Food, Travel, furniture, etc...) how do I do that?

1 reply

December 26, 2019

Hello Hayan,

 

Thanks for joining us! I hope you're having a great week and that you've been able to enjoy some time off for the holidays. I'm happy to go over the categorization options for QuickBooks Self-Employed with you.

 

Being able to categorize your expenses in finer detail is a great way to keep on top of your bookkeeping, including for personal transactions. While business transactions give you multiple options for adding categories, at this time, personal transactions can only be categorized as personal.

 

To help with making sure you have the information you need in your books, I recommend using the Notes section on a transaction to add these details. You can access this field by double-clicking a transaction that's been fed in from your bank feed. It should appear automatically when you select the Add transaction option.

 

You can share feedback about this feature and what you're looking for by selecting the Assistant feature your account. This will open up a chat window, where you can type "Feedback," hit enter or send, then proceed with the feedback options.

 

I hope that helps!

January 5, 2020

Can you report on that field?  or group it?

 

 

January 6, 2020

Hello sjooa,

 

With a few clarifying details, I'm certain an agent can help you with this question and share more about how the categorization works with reporting in QuickBooks Self-Employed. I want to make sure you find the information you need!

 

Here's how you can reach out: Contact QuickBooks Self-Employed Support

 

I hope that helps! :)