Overview
Since both business and personal transactions can be recorded within the same account, it can be difficult to distinguish between them. With Quicken Business & Personal, the filter feature makes it easy to separate Business from Personal transactions.
Note: This article focuses on filtering transactions. The filtering option will only work if you’ve previously categorized your transactions. If you need help with categorization itself, check out our support article here.
Filter Business and Personal Transactions
To display only one type of transaction (business or personal), follow these instructions:
Hover over the left panel and click Transactions.
Select the account you want to display only one type of transaction (business or personal).
Navigate to the Transactions view.
Click the Filter icon.
Select either Business or Personal.
Click Apply.
To show both business and personal transactions again
1. Navigate to the Filter button and click on it.
2. Click on Clear Filters at the bottom.
3. Click Apply.
If you have any questions or need help filtering 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.