Overview
If you're managing multiple clients or projects in Quicken Business & Personal, it's important to be able to quickly see which transactions are tied to each one. This article shows you how to enable the Client/Project column in your transaction list and use report filters to view and analyze financial activity by client or project. Whether you're assigning transactions or generating Profit & Loss reports, these tools help you stay organized and gain clearer insights into your business.
Enabling the Client / Project Column
The Client/Project column gives you the flexibility to view what transactions are tied to specific clients or projects associated with your business. You can also assign clients and projects to a transaction directly from the Transaction Activity screen.
Hover over the menu on the left side and select Transactions.
Click the gear icon to the upper right of the transactions list.
Click on the Client / Project column, and a checkmark will appear next to it. To remove the column, just uncheck it.
Note: You can reset your columns back to default by selecting the gear icon to the upper right of the transactions list and then selecting Reset to defaults.
Assigning a Client or Project to a Transaction
With the Client / Project column enabled, you can assign a client or project directly from the Transaction Activity window. If a transaction is not associated with a business but is linked to a client or project in the Transaction Activity, it will be automatically associated with the business tied to the client/project.
Hover over the menu on the left side and select Transactions.
Find or search for the transaction you want to associate with a client/project.
Click on the Client / Project column dropdown and select the applicable client or project.
Note: You can remove a client or project from the transaction by clicking the small X in the corner of the field.
Instructions for Mobile
1. Tap the Menu (three-line icon) in the upper left corner.
2. Select Accounts.
3. Select the account that has the transaction you'd like to associate.
4. Locate the transaction you'd like to associate and click on it.
5. Scroll down to the Clients & Projects dropdown and select the applicable client or project.
Note: Client & Project report filtering is not available on the Quicken Business & Personal mobile app.
Filtering Reports with Clients and Projects
Quicken Business & Personal users can now filter their Profit & Loss reports by Clients & Projects or Clients.
Hover over the menu on the left side and select Reports.
In the Profit & Loss report header, click on the Column dropdown.
Select Clients & Projects or Clients.
Clients & Projects: will incorporate transactions tied to all clients and projects.
Clients: will incorporate only transactions tied to a client and not to a project.
