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  1. Customize categories

    Even if you could just create "subcategories" under a specific categoty to fit your needs. For instance, under "assets", I would put "music" and "equipment". Under "office supplies", I might add "lesson supplies". I am a music teacher. This would still be aligned with the schedule c categories, bit would allow me to stay more organized as these broad categories apply to my business.

    1,658 votes
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      124 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
    • Inventory? Charity?

      Nowhere to categorize Inventory purchases....or donations to charity..

      125 votes
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        25 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
      • Deleting transactions entirely from list

        Being able to delete transactions (income or spending) from imported lists

        100 votes
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          10 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
        • 98 votes
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            13 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
          • Schedule C: cost of goods sold

            Schedule C: cost of goods sold Category

            98 votes
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              13 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
            • Charity

              Add as a category

              88 votes
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                5 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
              • fix duplicate transaction issue

                Fix duplicate transaction issue!

                Very frustrating! It clutters your transactions and you're always questioning weather or not you excluded the right ones. Even after you exclude them, they're still there.

                84 votes
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                  4 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                • Custom Categories

                  Would love to have custom categories as many others have mentioned online. Here are the three main categories I'd like to see!

                  Please add the following categories:
                  Postage/Delivery
                  Merchant Account Fees
                  Inventory

                  79 votes
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                    7 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                  • Have a category for 401 (K) contributions. They should not be counted as transfers since they are tax exempt.

                    Have a category for 401 (K) contributions. They should not be counted as transfers since they are tax exempt.

                    76 votes
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                      6 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                    • Keep accounts / transactions updated

                      My accounts / transactions have not been updated for 3 days. All showing red with "!" mark.

                      69 votes
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                        11 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                      • Custom Categories

                        With custom categories or even the capability to add sub-categories would help the self-employed person specialize their type of income or expense.

                        67 votes
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                          4 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                        • Improve Personal Tracking

                          I love the way business tracking is simple and effective, however, I will not use this service until I have the same ability to categorize my personal expenses. I want to keep track of all my expenses, not just business. The UX and simplicity of QuickBooks Self-Employed for business tracking is so perfect but I will not use multiple systems for tracing personal and business. Until this is improved, I (and it appears many others) won't be subscribing. If you simply allow me to select (and customize) categories for personal I would totally pay the fee. Until then, I'm going…

                          67 votes
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                            2 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                          • let users make personalized categories, both for business & personal.

                            It would be helpful if we could make our own categories. My CPA expects some categories to be broken down further, but this program is limited. It's helpful for sure, but it's still tedious & cumbersome to have to select the category, and then go back through *everything* to break it down further by hand.
                            Additionally, I'm filing for my mother who has Alzheimer's. It would be great if I could break down her personal expenses (medical, Social Security income, retirement income, memory care living expenses, etc.).
                            Good program, but it needs more versatility.

                            63 votes
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                              1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                            • Ability to add sub categories to Uncategorized or Other Expenses

                              Hi,
                              I am an income tax preparer looking for a system that will work for my customers. The categories you have in place are a 1 to 1 match, however they do not allow for some of the common "Other Expenses " to be broken into separate categories. Things like "Education/Classes, Realty Board Fees, Supra Expenses, and tax preparation fees for the SCH C are things we commonly break out into individual items on the Schedule C. Adding Categories in other Expenses or breaking out expenses in a excel report would help categorize these things.

                              63 votes
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                                3 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                              • add the option to add your own classifications under the "other" expense category

                                I'd love to be able to add my own categories under the heading of the "other" category. I might add things for myself such as "uniform", "subscriptions", or "sheet music".

                                63 votes
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                                  3 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                • Assign categories to cash transactions

                                  I want a book keeping program...NOT a tax payment program.....Some of these features are fine, But it gives me now way to break down cash purchase....only stuff from my bank account can be identified.

                                  60 votes
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                                    7 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Stop Duplicates

                                    I get 2-4 duplicates of all transactions. It is very annoying to have to exclude them for each transaction. I have asked for help in this matter and have not found a solution.

                                    57 votes
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                                      10 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Tagging Transactions

                                      Tagging Expenses to get other helpful totals like expenses from a particular job or person.

                                      48 votes
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                                        2 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                      • More filters for "Search Transactions"

                                        Add "Category" as one of the filters when searching transactions. "Type", "Account", and "Timeline" are great but it would be nice to also have "Category" as well to narrow down only Transactions in a particular Category.

                                        44 votes
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                                          8 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Custom Categories/Subcategories

                                          Hello - I understand and appreicate not being able to alter the categories sections so that things stay aligned with tax forms, but it would be very helpful to be able to create sub-categoies to track spending. For example, "other business expenses" encompasses a lot of different things, it would be nice to have sub-categories in there to be able to look at spending more closely.
                                          thank you

                                          44 votes
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                                            1 comment  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
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