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- If you never used the older categories, they'll simply vanish.
- If you did use them, they'll get a new name to avoid mixing them up with our newly introduced categories. For instance, an old 'business' category might be renamed to 'business expenses, old'.
- While we did consider merging old data with the new categories automatically, we felt it was best for users to decide on this to avoid any accidental mix-ups.
Migrating your categories
Quicken Mac Business & Personal offers a new set of business income and expense categories that you can find in the Categories window. Moving forward, Quicken will automatically assign these new business categories to downloaded transactions as well. If you would like to include historical business data in the new business reports and dashboard, click Migrate Business Categories to review and migrate your existing categories to the new business type.
In the Migrate Business Categories window:
- Review the list of categories and suggested Action.
- If you need to add more categories to the list click Select More Categories in the bottom left
- Select any categories you have been using for business purposes, then click OK.
- Choose the appropriate Action for each category in the column on the right.
- Select Migrate.
Suggestions after upgrading
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