What features should we work on?

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.

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AdminQB Self-Employed Team (Product Manager, QuickBooks Self-Employed) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

As of 04/29/2019, all customers in the United States can try out our first version of “Custom Categories”! You’ll see we’ve called it Tagging.

You can try it out by logging in to QuickBooks Self-Employed through your favorite web browser and going to our Labs section by clicking on the Gear Icon and going to Labs (note you can also go this URL- https://selfemployed.intuit.com/home#/preferences/labs)

Currently Tagging is only available through the Web (not our Mobile Apps just yet) for US customers.

We would love your feedback as you start using this first version! Please use the “Give Feedback” link on the Labs page as our team will be closely monitoring this.

336 comments

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  • Chris Smith commented  ·   ·  Flag as inappropriate

    I'm fascinated to see people here still using MS Money. Can't understand why it was withdrawn, I've repeatedly tried current packages but I can't find anything remotely as comprehensive, customisable or flexible as it. I run a property portfolio so am not interested in being able to issue invoices or VAT, but do want to be able to see where my cost centres are with custom reports. Unless I'm missing something, QB Self Employed at least on the trial version only really allows me to crudely split expenses by "Business" or "Personal". I have 328 specific categories and sub categories in my Money accounts!! All quickly searchable. Looks like the 2018-19 tax year is going to be Money again, as long as W10 allows the web based advice patches that keep it working. But it would be nice to have my accounts in eh Cloud and on an App.

  • Catherine commented  ·   ·  Flag as inappropriate

    Just finished working on the income categories on my taxes. I do work that technically should be divided into 3+ categories, and I just spent a few hours adding and subtracting by hand to figure out what to list where. Also, if you have more than one type of gig, you cannot choose which gig to apply the expenses to.

  • Anonymous commented  ·   ·  Flag as inappropriate

    Subcategories would make it easier for us to see what expenses exactly cost for example I’m a cabdriver and it’s impossible for me to differentiate between cost of fuel insurance maintenance finance current app also don’t allow us to follow up on personal spending like food rent utilities starting to become really Annoying I think I will be looking into other apps

  • Gail Ferrell commented  ·   ·  Flag as inappropriate

    Since I need to categorize all expenses as Business or Personal, I would like to assign personal expenses into categories as well as the Business expenses. I have not seen a way to categorize Personal expenses in Quick Books Self Employed.

    I have not found a category for out of pocket medical expenses or prescriptions under the categories under Business expenses. Did I miss something?

  • John Griffith commented  ·   ·  Flag as inappropriate

    Just use one of the other unused categories as a substitute and then keep a "Cheat sheet" so you know what it really represents. This will work for me as I do not use the tax prep built in. I deal with an accountant. Tracking receipts and automatically downloading bank transactions is too powerful for me to ditch it. They do HAVE to add in custom categories I agree but I think they will at some point. Programming and making that all work without screwing everything else up is tedious work.

  • Peter Borcherds commented  ·   ·  Flag as inappropriate

    I should also add that with MS Money I can see all my ISA's, Savings & Credit Card accounts on one screen, even keep track of my Frequent Flier miles!

    Still can't believe there is no current software that can do all that! About the one thing that Microsoft did right! :-)

  • Peter Borcherds commented  ·   ·  Flag as inappropriate

    I currently use the 2004 version of Microsoft Money (which thankfully still works on Win10!) as I am self-employed and this allows me to easily keep track of personal and business accounts, plus allows me to add whatever category or sub category I want.

    This means I can run reports and see exactly what I am spending on say, holiday accommodation, or household garden or kitchen, or business income, broken down into various sub-categories, not just lumped in under 'business income'.

    I can't believe there is no modern software out there at the moment that gives me exactly the same functionality as a 14 year old piece of software! I tried the new QuickBooks system, but it was very limiting with regards to categories, which in effect made it useless for my requirements.

    So, for now looks like I will have to stick with the (free) 2004 MS Money to keep track of my finances!

  • Kelly commented  ·   ·  Flag as inappropriate

    Would be SO much better if I could set it up for a schedule F. With additional pencil & paper tracking, I can make it work for my needs...will keep using as long as it's free with my tax return again next year.

  • Jaime commented  ·   ·  Flag as inappropriate

    How can Intuit overlook category flexibility? That's a deal breaker for me, especially because they have several products that use this same feature. They probably do not care enough about their customers' concerns to make it happen...

  • Victor Andrei commented  ·   ·  Flag as inappropriate

    At least QBSE has the ability to download transaction data as CSV files. This would give folks the ability to do their own customized analysis using software such as Excel.

  • Victor Andrei commented  ·   ·  Flag as inappropriate

    Ideally, one would have separate accounts for business and personal expenses...but in the days of the gig economy, with more people taking home income on a 1099 basis, that's not always the case.

  • [Deleted User] commented  ·   ·  Flag as inappropriate

    I am in the entertainment industry, and almost all of my usual categories would fall in "other business," basically renders the whole organization for tax purposes useless. Will have to pass on your software until custom categories is an option.

  • MIke Natale commented  ·   ·  Flag as inappropriate

    Thank you for the reply. I have used the "uncategorized" category as a place holder for my account. not the best workaround

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

    Only mention of "inventory" is not to use the Materials category for inventory. Too many small businesses buy and resell product for this to have been overlooked, yet I can't find where to enter my product.

  • MIke Natale commented  ·   ·  Flag as inappropriate

    I agree with many of the comments! It's important to customize categories or add a sub category that perhaps allows the self-employed to have a discussion later with their account or advisor.

  • ajeclizm commented  ·   ·  Flag as inappropriate

    I just realized this was suggested almost 3 years ago, and it still hasn't happened. Do these feature requests actually make any difference?

  • ajeclizm commented  ·   ·  Flag as inappropriate

    YES PLEASE. You need sub-categories for Income as well, because Schedule C requires you to report 1099-Misc, 1099-K, and other cash receipts separately. Quickbooks lumps all three together under "Income" with no subcategories.

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