Insights for all your finances

You can create as many reports as you need, whenever you need them, with no restrictions on quantity or frequency. More importantly, you can customize every report with any combination of date ranges, categories, tags, accounts, or even specific clients and projects. Because you can customize tags and categories any way you like, there’s no limit to the ways in which you can choose to view your finances.

Schedule C automatically maps your business income and expense categories to the exact line items on IRS Schedule C for sole proprietors. Quicken Business & Personal categorizes your transactions all year long, keeping your financial data up to date. We recommend reviewing these categories at least once a week, spending just a few minutes making sure everything looks correct while those transactions are still fresh in your mind. At tax time, run a Schedule C report to see your totals already calculated for each line item — just transfer the numbers to your tax return or send them to your accountant. You can also export tax schedule reports as .txf or .txj files that can be uploaded into tax reporting software such as Turbo Tax.

Yes. Attach any income or expense to a specific client or project name. Then, generate reports filtered by those clients or projects to see profitability per client, expenses per project, or any other breakdown you need.

The format depends in part on the report. In many cases, Quicken Business & Personal lets you download all the included transactions as a CSV file so you can work with them in any spreadsheet program you prefer. You may also be able to export the included transactions as an Excel file, or export the chart or graph as a PDF. You can even export tax schedule reports as .txf or .txj files that can be uploaded into tax reporting software such as Turbo Tax. This variety of options is especially helpful when sharing your finances with an accountant or financial advisor.

Reports update in real time as transactions download from your connected accounts. Generate a P&L right now and it includes every transaction Quicken Business & Personal has downloaded up to this moment, so your reports always reflect your latest financial data.