Can I limit the categories available to a particular account - have Personal & Business ?

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njnative2
njnative2 Member ✭✭
I have personal and business accounts on Quicken. Is there a way to limit the accounts Categories available to each business account so that I don't have to wade through the full list that includes all my personal categories? I've assigned the business categories to category groups, but I'm not sure how that helps me.

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  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    edited August 2021
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    No.  Categories are global.

    As for Category groups they are used in reports and budgets.  They aren't used for filtering in places like the register lists.

    EDIT
    I should have said that in the reports and budgets the category groups are used just for that, as in grouping certain categories together in the report/budget.
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  • njnative2
    njnative2 Member ✭✭
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    Thank you Chris.
  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
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    I have Quicken 2013 for Windows and when I click on the Category field I can choose Business or Personal category to narrow it down.  See screen shot.  Don't you get this?  Have you assigned all your Business categories to a schedule C tax line item?  Second screen shot.




    I'm staying on Quicken 2013 Premier for Windows.

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    edited August 2021
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    Thanks @volvogirl now that you point it out that does help I think.

    P.S. But I will point out that this is only for the built-in category groups, it doesn't show the custom groups one might have created.
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  • njnative2
    njnative2 Member ✭✭
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    Thanks @volvogirl, but I don't get that. My list only shows Personal Income, Personal Expenses, Investment, Transfers, and All Categories. Any thoughts on how I find the Business Income and Business Expenses categories?
  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
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    As I said you need to assign your business categories to a Schedule C tax line to show up as business for reports and other places.

    I'm staying on Quicken 2013 Premier for Windows.