Add reports and more personal tracking/accounting options
Dotty Posto commented
This is completely ridiculous!!! I can't believe I setup my accounts only to find out after the fact that I can't categorize my personal spending. QuickBooks doesn't seem to get the need to categorize personal spending - I might need to cancel my account!!!
Rob Current commented
PS: not only that, now I have 1000's of duplicate transactions... Oh, this is truely punishing your customer for paying to upgrade.
Rob Current commented
I can't believe I had to import/export between 2 intuit products, and had to put all my old data from Mint in a "Cash" account when importing! How crazy is it that the export field for "Account" from Mint didn't have a matching import field in Quickbooks? It's like punishing an Intuit customer that chooses to upgrade from Mint to a paid version of Quickbooks by disabling a single data column in the CSV intentionally. (not to mention, WHY isn't there just direct integration between the 2 programs?)
You guys need to comment on this, very discouraging.
I was expecting to see personal expenses categories. Very surprised,and unfortunate I still have to track them manually.
This is bullshit that there is not personal tracking capabilities. I came to this platform to save me time, have additional functionality, and not have to use Mint any longer. Now, if I want to continue to pay for this service every month I have to do additional tracking to complete my budgeting. This is your gig Intuit, just make the personal tracking work. The capability is there, it's like you just decided to stop adding features. I just don't get it.
Intuit, please comment on the planned implementation of this feature.
Craig Fasbender commented
Would be very nice to have included automatic totals for personal expenses.
Much needed tool. Please add Personal tracking !!
Since Mint offers budgeting, this would be a quick-win if the services could integrate.
BUT I can guess why they don't....quickbooks allows complete customization of expense/income categories, and Mint does not. Mint's category structure is rigid and inflexible.
Bother...one of these days, won't there be a platform for simple budgeting AND business expense management? C'mon Intuit.....you're so close! Get 'er done!
Melissa Soltero commented
I agree. I was hopeful for personal item tracking as well.
Rachael Knight commented
I cannot believe that this does not categorize personal expenses like medical, child care, dependant care. It is ridiculous and I can't believe I started this without checking first!! I don't mind paying a little extra for the integration. Taxes are not just about business expenses so this only does half the job!!!
Gabe Chase commented
This is a much needed tool. Intuit it would be great to see some regular feedback addressing what you plan to do to address this.
Here are three software additions that I believe would improve QBSE:
1. Add categories, or allow the user to add categories, under Personal expenses. They could even be called Cat1, Cat2, etc., and allow the user to rename them.
For example, because there are no Personal categories, I am using "Repairs and Maintenance" for Personal Medical Expenses, etc.
2. Show how categories in "All Categories" become sub-categories in the "Profit and Loss" categories. As it is, I do not know which categories become sub-categories to other categories except by trial and error.
3. Allow the user to expand the "Profit and Loss" categories to show sub-categories.
Such as medical, legal fees, etc
I am beyond peeved that I payed money for this new program and lost the features and data I had with my mint account. Really upset by this.
All these comments and intuit never addressed this issue?
Well this thread answers my question of whether there is a way to classify personal transactions: no. That's not a deal-killer for me — I can workaround this by classifying anything I do want to categorize as business — but it's a jaw-dropping omission, since classifying personal transactions would mostly use the same code as classifying business transactions. Note to Intuit: no one wants to use more than one accounting program, and self-employed people still want to be able to track household budgets. Furthermore as someone with both W2 and self-employed income, I want to be able to track both. QB is overkill, Mint doesn't do what I want it to do. I like where you are going with QBSE, but finish the job! I see Quicken for Mac is finally getting good reviews for the 2017 version, so I'll have to check that out. Maybe that's a better solution.
Susan M. Burke commented
ok so I just read a years worth of comments (AFTER purchasing - will I ever learn?) No change - it appears no one is listening. It was inconceivable that a product like this does not allow categorization of personal expenses for self employed. I truly never thought of it. I guess I will cancel for the same reason - how would this be helpful to those Self Employed? I gave Intuit WAY more credit than to just let us hang in the wind like this, too.