I am having a hard time creating Business and Rental Categories. The example is trying to have the Auto Expense and the sub category be Truck with a business expense. When a create new it comes up under personal category. Need to do the same for rental. Any ideas


  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Personal vs Business is determined by Tax Line assigned to the category.  The name of the category doesn't matter ... only the Tax Line ... and no tax line assigned = Personal as does numerous Personal tax lines you can assignl.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    @ddrewz4 - To add a tax line to a category:  Category List > click on the Category in question > on the right side of the screen, click on the Action button > Edit > Tax Reporting tab > check the box for Tax Related Category > select Extended Line Item List > select the Tax Line Item For This Category from the drop-down list > Save.

    (Quicken Classic Premier Subscription: R54.16 on Windows 11)

  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭

    To be included in business reports (and I don't know where else) you have to assign the category to a schedule C or E tax line item number.  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 or E: tax line item.

    I'm staying on Quicken 2013 Premier for Windows.

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