What features should we work on?

Personal tracking

Add reports and more personal tracking/accounting options

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    vance4208 shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your feedback. As you’ve experienced, QuickBooks Self-Employed’s purpose today is just to keep track of your business income and spending, but we do hear you, and recognize that not being able to track all of your finances (business as well as personal) in the same tool can be annoying. We currently don’t have upcoming plans to enable personal finance tracking in QuickBooks Self-Employed as it would open the door to too much additional tax and reporting complexity that we don’t believe we can effectively support in the near term. That said, your continued feedback on the issue helps to tip the scales toward creating a solution and accomodating that complexity. We’d love to hear more about how you track your personal finances today, Mint or otherwise, and what tracking your personal finances in QuickBooks Self-Employed would need to do in order to work for you. Thank you for your continued feedback!

    120 comments

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      • Chris Chiera commented  ·   ·  Flag as inappropriate

        I completely agree. The problem is Mint is rather horrible, constantly disconnecting feeds and covered with ads everywhere which keep showing the same cards one already has. I imagine the feeds are intentionally disconnected often so that users have to sign back in and view more ads. Currently there is no ideal solution for personal money management. Quicken got sold off and has poor ratings. Personal Capital while rated a bit higher is a dated poor interface with lots of limitations too. Mint will never grow at the rate QBSE is as a product since its a free product focused just on ad dollars and selling the info to others. Either QBSE should gain more personal features (since this app blows away all the other intuit apps on a web and iOS perspective) or Intuit should offer a paid version of Mint. But Intuit sold Quicken so seems they don't have an interest in that market or there are not enough people will to pay for it.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Contributing my suggestions/ wish: (1) at minimum the ability to see the personal expenses (month, YTD, last 3 months... ) when you filter. as is with out category development would be a bonus/ (2) Personal Report same as above even with out any other category dev - show me what you have ( I import all into QBSE from my bank and CC - great to simply see what is there as is. Lots of suggestion about Mint, - but I already have all the integration and impart from bank and CC and have reviewed all the transactions... No interest in doing it again with second app - or integrate mint into UI. If I could have two "businesses" that would solve issue as well as I could look at Consulting and Home - All the categories are there.. All the reporting.. Same DB... Just need to be able to create two SE business entities. Hope that reinforces other comments and helps get innovation going.

      • Anonymous commented  ·   ·  Flag as inappropriate

        The QBSE product is marketed to Freelancers / Contractors and the self-employed. The self-employed are typically not separated from their business. Their personal expenses and business expenses sometimes come from the same account. I previously used Quicken 2014 to track by Personal AND business expenses. Quicken 2014 is no longer supported and I cannot download my transactions from the bank. I was looking for an Upgrade to Quicken 2014. The online version of QBSE makes tracking business expenses into tax categories a breeze. I appreciated that QBSE connected to PayPal, which Quicken 2014 did not. As a self-employed individual, I have personal spending that I need to track. For QBSE to only provide half a solution (business expenses only) is not a solution. I will be cancelling my QBSE subscription.

      • Kelsey commented  ·   ·  Flag as inappropriate

        Then why do you have this on your website??

        For the business of running a home
        QuickBooks home accounting software helps you:
        Pay a nanny, gardener or housekeeper
        Track expenses & stay on budget
        Manage rental income and taxes
        Start Now for Free

      • E Scott commented  ·   ·  Flag as inappropriate

        We need to have access to make changes to the categories in the personal section.

      • Michael commented  ·   ·  Flag as inappropriate

        When I researched QB, Mint, and a few others, I decided to go with Wave. Super easy to set up! Not a lot of bells and whistles, but has killer feature that allows me to allocate any expense (or income) against either our rental property, my wife's therapy practice, or our personal expenses. I can even split expenses that is shared between businesses and personal items.

        Wave has quirks of it's own - e.g. cannot auto allocate entries, but besides having to categorize and move expenses to their appropriate account, it's a breeze. And did I say that it's free?

      • stevenewport@gmail.com commented  ·   ·  Flag as inappropriate

        This is the only reason I have no plans to start using quickbooks, it would actually add more hassle to my finance workflow. I'm a freelancer with many types of expenses, and being able to select from my mint account which line-items were business related would grant a huge relief of organizational burdens. As is, however, giving up the years of history in my mint account makes no sense.

        Please give us independent contractors a reason to purchase Self-Employed.

      • maureen@flannerylegal.com commented  ·   ·  Flag as inappropriate

        At least half of my trackable expenses are home office and personal car related, none of which are addressed by QBSE. Using two separate, non-integrated programs (Mint/QBSE) is a waste of my time.

      • maureen@flannerylegal.com commented  ·   ·  Flag as inappropriate

        At least half of my trackable expenses are home office and personal car related, none of which are addressed by QBSE. Using two separate, non-integrated programs (Mint/QBSE) is a waste of my time.

      • Angela commented  ·   ·  Flag as inappropriate

        You need to be able to categorize personal expenses. As it stands right now, you have to use mint and QBSE simultaneously to be able to manage your basic finances. I don't want to have to use mint to manage my student loans, etc and then go back to QBSE to recategorize everything to see my estimated taxes, etc. IT'S CRAZY. and Intuit owns both properties. Help us freelance people out.

      • Samantha McDaniel commented  ·   ·  Flag as inappropriate

        This s ridiculous. I have a business bank account and a personal bank account, and this software was advertised as being able to differentiate between the two. Every time I have to input a manual transaction from my personal account, I have to mark the 'type' as business and then categorize as 'personal spending'. This is inaccurate. You should be able to switch types just like when transactions are imported.

      • Dotty Posto commented  ·   ·  Flag as inappropriate

        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!!!

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