Can you use Rules to auto-tag income streams based on the description of the bank statement?Only seeing option to categorize as Income, not tag Income Stream.

A warm welcome to the Community space, kate.

The option to use rules to auto-tag for the income stream and in the category is unavailable in QuickBooks Self-Employed because all categories work as designed. However, you can manually tag those transactions to let you track them. Let me help you on how to do it:

1. Go to the Gear icon.
2. Under Tools, select Manage tags.
3. Click Create new tag.
4. Enter a name in the Tag Name.
5. Under Group, click dropdown and select Ungrouped.
6. Click Save.

Additionally, you can check out this article if you want to get detailed information about your business and download financial reports within the program: Export transactions and get reports in QuickBooks Self-Employed.

Let me know if you have additional questions about rules and category in QBSE. I'm always available around the clock to assist you further. Stay safe.