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September 2, 2025
Question

how do i create my own categories for transactions

  • September 2, 2025
  • 1 reply
  • 0 views

I would like to customise my categories for transactions is there a way I can do this

1 reply

QuickBooks Team
September 2, 2025

 Welcome to the Community space, @littlevinesclinic. I'm glad you've posted here. I'd be delighted to share some information about adding categories in QuickBooks Self-Employed (QBSE).

 

Currently, the program doesn't support adding custom categories. We're looking into ways to make categories more customisable while preserving their essential role in tax form preparation. This dual approach is necessary to keep your estimated taxes accurate.

 

When you categorise transactions in QBSE, the program matches them to the correct line on your Schedule C form, organising your income and expenses so you can see which aspects of your self-employed business have the most impact.

 

If you require more extensive category customisation, you may consider exploring QuickBooks Online. It offers greater flexibility in creating and managing custom categories, beneficial for complex accounting needs.

 

Please feel free to post here anytime if you have any other questions or concerns. We're here to help you manage your business finances more efficiently.