Our role
Designed a custom Chart of Accounts in QBO for personal budgeting and tracking.
Description
Created a personalized Chart of Accounts in QuickBooks Online to organize personal income, expenses, and savings. Designed clear categories for salary, investments, household bills, and discretionary spending to support accurate budgeting and reporting. The setup helps track financial goals, monitor cash flow, and simplify year-end review while maintaining a clear overview of overall personal finances.