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Our focus is always on ensuring you have the best experience. So, whether you're considering upgrading or downgrading, it's good to know what to expect. And remember, our support team is always here to help with any questions or concerns!

In our previous system, we had certain labels named 'business' Business. It's important to note that these weren't exactly business-focused categories , but more general labels.

The upgrade journey

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Upgraded 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. This step is only necessary if you previously used Quicken for Mac to track your business transactions.

We've revamped our system software to offer true 'business' and 'personal' Business and Personal categories to provide you with more functionality, including those nifty business tax references.

What happens during the upgrade?

• If you have never used the older categories associated with a business, 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' Business category might be renamed to 'business expenses, old'.
• While we did consider merging We considered merging your old data with the new categories automatically, but we felt it was best for users to decide on this our customers to review their categories to avoid any accidental mix-ups.

Migrating

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Categories

If you have used a different tier of Quicken for Mac to track your business transactions before, we want to help you migrate from the old categories you used to our new categories. 

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