Create an uncategorized category in Business [Edited]
Right now it appears that if an account (e.g. Credit Card) is tied to the business and a new transaction comes in, it shows as "uncategorized." The problem is if I run a report (P&L) the uncategorized items do not show. Ideally, they should show somewhere to let me know those transactions have happened but are not reconciled to the category. The other reason this is important is right now I can't find an easy way to see what transactions in accounts aren't tied to the P&L without going through visually and looking.
Comments
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Hello @mattbroffman,
To clarify, are you wanting Quicken Simplifi to add a default Uncategorized category for businesses?
You should already be able to create a custom category for business transactions in both the Quicken Simplifi web app and the mobile app. For more information and instructions on how to do this, please see this article:
I look forward to your reply!
-Coach Kristina
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