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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. |
For the most part, migrating from a different tier to to Business & Personal (B&P) primarily means getting new features and is more about adding to your experience than changing it. With Categories, there are a few steps to migrating successfully. These only apply if you've used Quicken for tracking business transactions in the past.
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