...
- 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 category might be renamed to 'business expenses, old'.
- We considered merging your old data with the new categories automatically, but we felt it was best for our customers to review their categories to avoid mix-ups.
| Info | ||
|---|---|---|
| ||
If you only used the business categories for a few transactions in the past, you may prefer to just go through your old transactions and change their categories. It gives you more control than migrating entire categories. |
Migrating 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.
...
- Go to the Window menu and select Categories.
- Go to the three-dot menu at the bottom of the screen and select Migrate Business Categories.
- Review the list of categories and suggested Action. Make any changes you need to make. If you need to add more categories to the list, click Select More Categories in the bottom left. This can be the case if you were previously tracking business transactions with non-business categories such as Other Income or Rental Income.
- Choose the appropriate Action for each category in the column on the right.
- Select Migrate.
...