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This documentation is for an upcoming release of the new Business & Personal tier. Both the product and the documentation may change before release. |
In our previous system, we had certain labels named Business. It's important to note that these weren't exactly business-focused categories but more general labels.
Upgraded categories
Quicken Mac Business & Personal (B&P) offers a new set of business income and expense categories that you can find in the 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.
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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.
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- 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.
More Information
Merging old with new: If you want to blend your old categories with the new system, you might want to do this manually. This gives you control and ensures the smoothest transition.
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