Using Classes to Track Discretionary Expenses in QBO

This three-part tutorial demonstrates how to use classes in QuickBooks Online to identify, automate, and report on discretionary expenses. It walks through setup, automation, and reporting so discretionary spending can be clearly separated without altering core financial data. The result is cleaner financial statements, better visibility, and more reliable decision-making.

Part 1: Creating a Class for Discretionary Expenses

Part 2: Automation with Recurring Transactions and Rules

Part 3: Custom Reporting Using Discretionary Class