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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. |
Upgraded categories
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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.
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