Business P&L Not Showing All Expenses

Frank Jones
Frank Jones Member ✭✭
edited April 2023 in Reports (Windows)
In Quicken Home & Business I have business expenses that are associated with non-Business categories. For example Auto:Fuel, Bank Charges, etc, etc.
These expenses do not show up in my Business P&L, UNLESS I've tagged them with my business name. Am I doing this correctly? Is there a more efficient way to ensure that these expenses show up in my Business P&L?

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If I'm not mistaken, I believe that in order to have a Category (income or expense) show up on the Business P&L, that particular Category has to be associated with a line item on Schedule C.

  • Frank Jones
    Frank Jones Member ✭✭
    Okay, I think what I'll do is create new business categories for some of these expenses and assign them to "Other Expense" tax designation on Schedule C. (I'm a sole proprieter). I really don't want to have to Tag these as well.
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  • Greg_the_Geek
    Greg_the_Geek Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited March 2023

    Actually, I believe as the OP posted, the expense just needs a business tag and not a business category.

    Does the transaction I add a business tag to need to be in a business account?No. One of the advantages of business tags is that they let Quicken know that the transactions that include them belong to a business, even if the transaction is recorded in a personal account instead of a business account.

    https://help.quicken.com/display/WIN/Tell%2Bme%2Babout%2Bhow%2Btags%2Bwork%2Bwith%2Bbusinesses

    Quicken Subscription HBRP - Windows 10
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