how to change a category from personal expense to business expense

how to change a category from personal expense to business expense


  • Quicken Colin
    Quicken Colin Alumni ✭✭✭✭
    edited March 2017

    Good afternoon,

    If you are just looking to change the category, then click in field under Category that you want to change. Your should see a Black arrow pointing down appear on the right hand side of the field. Click on that and navigate to they category you want. If this doesn't answer your question, please update with a little more detail as to what you are trying to accomplish.

    Best of luck
  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    edited March 2017
    This is a common question.
    One thing I like to tell business people when starting out is...
    For an income or expense category to show up under Business you have to assign it a Schedule C tax line number. Go into Edit Category and assign it one. If you need to see a schedule C, here's the blank form....

    You can either assign the tax line number to an existing category or you might want to set up a new category for it to keep the existing one under personal if you have the same expense for both personal and business.

    To check the tax line assignment open the Category list by either clicking on the Category Icon or go to Tools-Category List or Ctrl+Shift+C. Then select the category and right click on it to Edit it. Click on the Tax Reporting Tab and check the box for Tax related and pick a Schedule C: tax line item.image
  • @volvogirl - thank you for this answer, it was exactly what I needed to solve my problem. This is a hidden trick that no other post addresses, you ROCK!!!
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