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

Question

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.

volvogirl · Answer

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.

njnative2 · Answer

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?

Chris_QPW · Answer

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.