Overview
If you’ve been trying to sort out which spending belongs to your business and which is personal, you’re not alone. Many people have accounts or transactions that overlap, and it can make your records feel a little chaotic.
Quicken Business & Personal makes this easier by letting you associate an account or a transaction with a business. Once you do, Quicken keeps that activity organized for you and displays it under the right business automatically.
This article walks you through how to make those associations so your business information is easier to find and manage.
Note: A bank account cannot be associated with multiple businesses.
Associate a Bank Account With a Business
Instructions for Web
Hover over the left panel and click on the Settings gear icon at the bottom.
Under Settings, click on Accounts.
Find the account to associate with a business and click the three-dot icon on the far right.
Click Edit account.
In the Account Purpose dropdown, select the business to associate with the account.
Click Update.
Instructions for Mobile
Tap the Menu (three-line icon).
Tap Settings.
Under Settings, tap Accounts.
Find the account to associate with a business and tap the three-dot icon to its right.
Tap Edit Account.
Tap Account Purpose and select the business you want to associate with the account.
Tap Update.
Business Account Grouping
After associating a bank account with a business, you will see the account grouped with your business on your dashboard.
Web
Mobile
On mobile, tap the three-line icon on the top left and select Accounts.
Linking a Transaction to a Business
With Quicken Business & Personal, you can associate transactions with a business instead of linking a bank account.
Web
Hover over the left panel and click Transactions.
Locate the transaction you want to associate with your business.
Click the Usage Type icon to the left of the transaction's category.
Note: If you cannot see the Usage column icons, click the settings gear in the upper right of Transaction Activity and check the box next to Usage.Select the business you want to associate your transaction with.
Choose a business category for the transaction.
Mobile
Menu (three-line icon).
Select Transactions.
Find the transaction you want to associate with your business and tap on it.
Tap the Usage Type icon dropdown.
Choose the business to associate with the transaction.
Select a business category for the transaction.
Tap Update.
For any additional questions, please don't hesitate to reach out to our support team or click on the messenger widget in the bottom right corner of the screen to speak with one of our product coaches!