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 looking to share your data with another party, such as your spouse or accountant, click here to check out our Space Sharing feature!
Creating a New Space
To create a new Space:
On the bottom left, click on the Settings gear icon.
Click Spaces & sharing.
On the top right, click the +Space button.
Name your new space.
Update zip code as needed.
Click Create.
Note: You will not be able to delete Spaces. In the event that a Space needs to be deleted, contact our customer support team for further assistance.
After Creating a New Space
After creating a new space, you will see it listed, along side your existing Space(s), in Settings under Spaces & sharing.
You can also click on your profile icon at the bottom left of the screen and, under Finances, switch between your Spaces.
If you need to update the Space's name or zip code, click on the three dot icon to the right of the Space and click Update this space.
To enter 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.