I'm using Quicken 2015. This year I purchased Turbotax 2018 to complete my form 1040. I'm a self-employed person. As I'm going through the Turbotax wizard it's asking me about rental income (I rented a bedroom in my home). As I explore how to report this I learn that I can import the information from my account in Quicken 2015. I want to do that properly. My question: How do I set up the categories (and tags?) so that the information in my Quicken 2015 file imports correctly?
Related questions:
-> Is there a document that tells how to do that (or a YouTube 'how to'?)?
-> What do the names of the categories have to be?
-> What if I have a category like 'phones' which is tax-related (because I use the phone for personal and business use)? How do I designate the portion of that expense that is for business and for personal use?
Thank you.
