Getting transactions to the correct place

We have a business credit card and a personal credit card and sometimes things are purchased with the wrong card. How can I get the charges moved to the correct place in Quicken so our business expenses stay under the business section and visa versa.


  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Well, if you made a business purchase on your personal credit card, it needs to stay there in Quicken to match what happened in the real world. You would simply use the appropriate work-related category in Quicken. Conversely, if you made a personal purchase on your business credit card, the transaction stays in your business credit card account, and you'd just use a personal expense category. 
    Quicken Mac Subscription • Quicken user since 1993
  • Jon
    Jon SuperUser, Mac Beta Beta
    edited October 2021
    I agree, categories and/or tags are the best way to separate your business expenses from your personal expenses.

    Quicken Mac subscription. Quicken user since 1990.

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    @ShiversShack, a question.
    If you WERE able to move that "business transaction charged on a personal card" to the Business card account in Q ... HOW would you be able to reconcile EITHER card account? 
    The personal card account would be missing a transaction and the business card account would have an extraneous transaction.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

This discussion has been closed.