Overview
With Quicken Business & Personal, you can use Spaces to create up to three separate areas to organize your finances. Spaces let you group and track certain accounts separately, such as accounts you don’t want included with your main finances or those tied to a specific goal.
If you want to invite someone to your current Space, you can share your Quicken Simplifi data. Click here to learn more.
The Spaces feature in Quicken Business & Personal is available on the web only and isn’t fully supported in the mobile app. However, if you’ve created more than one space, you can switch between them in the mobile app.
Note: Once a Space is created, it cannot be deleted. If you need it removed, please contact the support team for help.
Creating a New Space
Move your cursor over the left panel and click Settings (gear icon).
Click Spaces & sharing.
Click the +Space tile in the upper right.
Enter a Name and ZIP Code for your new space.
Click Create.
After Creating a New Space
After you create a new space, it will appear with your other Space(s) in Settings under Spaces & Sharing.
You can also click Profile in the lower-left corner and switch between your Spaces under the Finances section.
To update a Space’s name or ZIP Code, click 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.
Switching to a Different Space on the Mobile App
Tap the Menu (three-line icon).
Tap Dashboard.
Tap the Profile icon in the upper-right corner.
Tap the Name of the space you currently have open.
Tap the space you’d like to switch to.
Tap Done.
Once you enter your newly created Space, you can add accounts and businesses to it. For help adding your business, click here. For help adding a bank account, click here.
If you have any questions about Quicken Simplifi, our support team is here to help.