Overview
If you manage multiple clients or projects in Quicken Business & Personal, it can be helpful to quickly identify which transactions are associated with each one. This article explains how to display the Client/Project column in your transaction list and use report filters to view and analyze activity by client or project. These tools make it easier to organize transactions and gain a clearer picture of your business finances.
Enabling the Client / Project Column
The Client/Project column lets you see which transactions are associated with specific clients or projects in your business. You can also assign a client or project to a transaction directly from the Transaction Activity screen.
Hover over the left-side menu and select Transactions.
Click the gear icon in the upper-right corner of the transaction list.
Select Client / Project to display the column. To hide the column, click Client / Project again to remove it.
Note: To restore the transaction columns to their default settings, click the gear icon in the upper-right corner of the transaction list, then select Reset columns to defaults.
Assigning a Client or Project to a Transaction
The Client/Project column lets you see which transactions are associated with specific clients or projects in your business. You can also assign a client or project to a transaction directly from the Transaction Activity screen.
Hover over the left-side menu and select Transactions.
Find or search for the transaction you want to associate with a client or project.
Click the Client / Project column dropdown and select the appropriate client or project.
Note: To remove a client or project from a transaction, click the small X in the corner of the Client/Project field.
Filtering Reports with Clients and Projects
Quicken Business & Personal users can now filter Profit & Loss reports by Clients & Projects or Clients.
Hover over the left-side menu and select Reports.
In the Profit & Loss report header, click the Column dropdown.
Select Clients & Projects or Clients:
Clients & Projects: Includes transactions associated with clients and projects.
Clients: Includes only transactions associated with a client, excluding transactions assigned to a project.
If you're looking for specific steps for the Mobile App, please refer to our article on How to Filter Transactions and Reports by Client or Project on the Mobile App.
If you have any questions about Quicken Simplifi, our support team is here to help.