Why does my P&L report only pull from one category when all are selected?

DouglasC Member
edited May 2022 in Reports (Windows)
Why does my P&L report only pull from one category when all are selected?


  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    Are all the accounts also selected?  Is t his a business report?
    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.

    I'm staying on Quicken 2013 Premier for Windows.

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Schedule E (Rental Property) and F (Farming) are "business tax categories" also.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • DouglasC
    DouglasC Member
    Thanks for the responses! I have all the accounts and categories selected. I will try assigning each of the expense categories a tax item.
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