Overview
With Quicken Business & Personal, you can use our Spaces feature to create up to three separate areas to organize and manage your finances!
If you're looking to share your data with another party, such as your spouse or accountant, click here to check out our Space Sharing feature!
Note: You will NOT be able to delete Spaces. In the event a Space needs to be deleted, contact our customer support team for further assistance.
Creating a New Space
On the lower left, click on the Settings gear icon.
Click Spaces & sharing.
On the upper right, click the + Space button.
Enter a Name and ZIP Code for your new space.
Click Create.
After Creating a New Space
After creating a new space, you will see it listed alongside your existing Space(s) in Settings under Spaces & sharing.
You can also click on Profile at the bottom left of the screen and switch between your Spaces under the Finances section.
If you need to update a Space's Name or ZIP code, click on the three dot icon to the right of the Space and click Update this space.
To switch to another Space, click on the three dot icon to the right of the Space and click Switch to this Space.
Once you have entered your newly created Space, you will be able to add accounts and business into that Space. Click here for help adding your business or click here for help adding a bank account.
For further assistance, feel free to reach out to one of our customer support coaches by clicking on the messenger icon to the bottom right of the page.