Moving Category

birdsafe
birdsafe Quicken Windows Subscription Member ✭✭
edited March 2024 in Registers & Transactions (Windows)

I have a new category I created, but it is listed as Personal - and when I go to Edit the category, there is no way to change it to Business..

Comments

  • volvogirl
    volvogirl Quicken Windows Other 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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