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 overlapping accounts or transactions, which can make your records feel 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 and automatically displays it under the right business.
This article walks you through how to make those associations so you can find and manage your business information more easily.
Note: You can't associate a bank account with multiple businesses.
Associate a Bank Account With a Business
Click the Settings (gear) icon at the upper right.
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.
Use the Account Purpose drop-down to select the business to associate the account with.
Click Update.
Business Account Grouping
After associating a bank account with a business, you will see the account grouped with your business on your dashboard.
Associate a Transaction to a Business
With Quicken Business & Personal, you can associate transactions with a business instead of linking a bank account.
Click the Settings (gear) icon at the upper right.
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 don't see the Usage column, 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.
If you're looking for steps specific to the mobile app, please see our article on Associate Accounts and Transactions with a Business in the Quicken Business & Personal Mobile App.
If you have any questions or need help associating your transactions in Quicken Simplifi, reach out to our support team. Or start a live chat by clicking on the blue messenger icon in the bottom-right corner of the screen.