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Replying to:
FritzF
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Hello, @Aus5252.

 

Thanks for joining this conversation. Allow me to chime in and help you categorize your expenditures in QuickBooks Self-Employed (QBSE).

 

The Personal option can be found in the Type column on the Transactions menu. If you're unable to see it, let's sign in to your QBSE using a private browser (incognito). This will help us check if this is a browser-related (cache and cookies) issue.

 

Here's how:

 

  • Press Ctrl Shift (Google Chrome).
  • Ctrl Shift (Firefox).
  • Control Option (Safari).

 

Once logged in, go back to the Transactions menu and check if you can now see the Personal option can be found on the Type column.

 

If it's successful, return to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

 

To learn more about managing and categorizing transactions in QBSE, consider checking out this article: Categorize transactions in QuickBooks Self-Employed.

 

For tips and other resources, I recommend visiting our website for future reference: Self-help articles.

 

Please post again or leave a comment in this thread if you have follow-up questions about this or anything else QuickBooks. I'll be more than happy to answer them. Stay safe and enjoy the rest of the day.

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