Overview
If you’ve been trying to sort out which spending belongs to your business and which is personal, you’re not alone. Many people have overlapping accounts or transactions, which can make their records feel chaotic.
Quicken Business & Personal makes this easier by letting you associate an account or a transaction with a business. Once you do, Quicken keeps that activity organized and automatically displays it under the right business.
This article walks you through how to make those associations so you can find and manage your business information more easily.
Note: You can't associate a bank account with multiple businesses.
Associate Accounts with a Business
Tap the Menu (three-line icon).
Tap Settings.
Under Settings, tap Accounts.
Find the account to associate with a business and tap the three-dot icon to its right.
Tap Edit Account.
Tap Account Purpose and select the business you want to associate with the account.
Tap Update.
Business Account Grouping
After associating a bank account with a business, tap the three-line icon at the top left and select Accounts.
Associate Transactions to a Business
With Quicken Business & Personal, you can associate transactions with a business instead of linking a bank account.
Menu (three-line icon).
Select Transactions.
Find the transaction you want to associate with your business and tap on it.
Tap the Usage Type icon dropdown.
Choose the business to associate with the transaction.
Select a business category for the transaction.
Tap Update.
If you're looking for steps specific to the web app, please see our article on Associating a Bank Account or a Transaction with a Business in Quicken Business & Personal.
If you have any questions or need help associating 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.