Adding a Business Expense Category

jdombeck

In the Category List when I choose new category and specify an expense, it automatically gets added to the Personal Expenses group. However I would like to add a new expense category to the Business Expenses group. I cannot figure out how to do this. Can anyone assist me? Thanks!

garysmith87

All Business categories must be linked to a Schedule C or Schedule E tax line item for them to be in the Business Expenses Group.  Once you link a Schedule C or E tax line item to that category, you'll see the group changed.  

volvogirl

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.

garysmith87

All Business categories must be linked to a Schedule C or Schedule E tax line item for them to be in the Business Expenses Group.  Once you link a Schedule C or E tax line item to that category, you'll see the group changed.  

volvogirl

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.

jdombeck

This worked like a charm, thanks to you both!