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Dec 4, 2021 4:12 PM UTC
Question

QB SE set up monthly / weekly expenses to allow me to see my annual projection.

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1 reply

Dec 4, 2021 5:46 PM UTC

Hi there, mcadavies.

 

I can share information about setting up annual projections to forecast your expenses.

 

At the moment, only QuickBooks Online has the option to create projections. On the other hand, QuickBooks Self-Employed(QBSE) is designed to help you track your income, expenses, mileage, and tax obligation. 

 

Please check out this resource to know more about QBSE: QuickBooks Self-Employed Overview.

 

For future reference, I've included this article to make sure your transactions are put on the correct line of your Schedule C report: Categorise transactions in QuickBooks Self-Employed.

 

Feel free to post a reply if you need anything else. We're always here to help you.