Categorize transactions from different bank accounts differently

Question

My business checking account and credit card accounts are shown in Quicken. I would like all of those spending transactions to be coded as "business expense". I would like all of the transactions that come from my personal checking account to be shown as we would normally categorize transactions.

Is there a way I can do this? It seems Quicken can only categorize based on payee without regard to the bank account.

volvogirl · Answer

Are you having trouble categorizing business expenses?  Do you have separate business categories set up?  And you have to assign the category to a schedule C or E tax line item number.  To check the tax line assignment open the Category list by either clicking on the Category Icon or go to Tools-Category List or Ctrl+Shift+C.  Then select the category and right click on it to Edit it.  Click on the Tax Reporting Tab and check the box for Tax related and pick a Schedule C or E: tax line item.

NotACPA · Answer

You can categorize any Txn using either category,  Are you asking about Memorized Txn>

And there's no way to automatically assign by account.