Sure, thank you for asking.
Import a download of all 2022 credit card purchases to a spreadsheet. Assign a tax category to itemize for schedule C all tax deductable items. This separates business from personal expenses as one card has them all (I decline following best practice of having separate cards for business and personal). Sort by tax category and total each category produces a list that's easy to pull from for online TurboTax inputting. Or so the plan goes...
In practice this process is much messier. For example Spectrum is both entertainment (cable tv - non tax deductable) and internet which is deductable. The internet expense is shared by my wife's business and needs to be divided as do all the tax deductable expenses as we use the same card. One card is simplier on the front end and this is the cost of that simplifcation on the backend.
Also as the spreadsheet is my worksheet and record of how I addressed items, it includes items that aren't part of the bank CC download like ACH payments for quarterly estimated tax payments. Also, I've found that listing the tax categories at the bottom of the tax category column that show up by typing a single charactor is an easier way to assign a category to a line than to use a popup menu.
I used to use Quicken and decided to use a spreadsheet instead. As I just started spreadsheeting instead of Quickening, I'm still in the midst of sorting this all out. There is much doing and redoing the organization of items and comparing it to what I've done in previous years to end up with a list that works for inputting to TurboTax. This is why it's better to keep the sheet more open with adding spaces between tax category sections so I can continue to move rows and groups of rows around and not to lock everything into a Numbers Categories view.
