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

njnative2

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.

Chris_QPW

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.

njnative2

Thank you Chris.

volvogirl

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.

Chris_QPW

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.

njnative2

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

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.