How to indicate if a new category is for business income and expense?
BJBurdge
Quicken Windows Subscription Member
As a non-profit, I am creating new categories for business income and expenses but they all show up in the "Personal" group. I cannot see how to create them in the Business group or to edit them to move them from Personal to Business. Instructions?
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Answers
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To be included in business reports (and I don't know where else) you have to assign the category to a schedule C 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: tax line item.

I'm staying on Quicken 2013 Premier for Windows.
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