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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. |
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'. It's important to note that these weren't exactly business-focused categories, but more general labels.
The upgrade journey
Our aim: We've revamped our system to offer true 'business' and 'personal' For the most part, migrating from a different tier 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.
Upgraded categories
B&P 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 software to offer true 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 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:
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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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If you have just upgraded to B&P, another way to migrate your categories is to visit the Learning Center, and go through the Manage Business slides. As part of your introduction to the new features, you'll get to migrate your 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 , click Select More Categories in the bottom left
- Select any categories you have been using for business purposes, then click OK.
- . 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.
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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.
Spotting the difference: Post-upgrade, real business categories will carry use Business Expense, while the older ones will simply be tagged Expensebe tracked using the new parent categories Business Expenses and Business Income.
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Keeping your data: Even if you decide to downgrade, all your data stays intact. Your business categories will still be there, but they won't have those specialized business functions. What Premier users should know: After downgrading, Premier users won't be able to craft new business categories. Also, those handy business reports? Those will be off-limits too. Some points to consider:
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