Jovychris_A
Moderator

Other questions

Congratulations on your new job, @Shipping and Marine.

 

Yes, it's possible to categorise most of the transactions in the downloaded bank list as Personal and some as Businesses.

 

Though your invoicing people a couple of times monthly related to your new work, it will depend on how you can claim your Self-Employed expenses. To help you select the accurate one, here's a quick guide of the available categories: Self-Employed expenses You can claim.

 

To be more specific, family things and food can be categorised as Personal unless it's clients related to your self-employed work, then you can mark it as Business expenses. In addition, office supplies will fall under Business expenses, especially if it's work/business-related. You'll learn more information about how to organise income and expenses: Categorise transactions in QuickBooks Self-Employed.

 

In case you wanted to speed up reviews, you can create rules in the Transactions menu. This way, downloaded transactions are categorised automatically.

 

Feel free to add a comment if you have other questions about tagging business or personal transactions. I'm always here to lend a hand. Stay safe and have a great rest of the day!