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Home & Business

casabona Member

I have no clue on how to separate the two. Not even sure I've set it all up right.

Place to begin?


  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @casabona,

    Would you mind providing more details regarding the issue that you are experiencing?


    -Quicken Jasmine
  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    edited October 30

    How to separate two what? By the way, there is no Home & Business version for Mac yet.

    I'm staying on Quicken 2013 Premier for Windows.

  • jacobs
    jacobs SuperUser, Mac Beta Beta

    @casabona Is your question about how to separate your home and business income and expenses in Quicken Mac?

    Generally, the first issue is deciding whether to have two separate files, one for your business and one for personal. If the business is a corporation, like an LLC, or a partnership, you'll typically want to have a separate data file for the business. It's not mandatory, but if there's a separate legal entity, keeping the record separate is often a good idea. But for soma small businesses, you'd be fine to have all your data in one data file.

    Whether you separate your data into two files or keep everything in one file, the next key is using different categories for business income and expenses than you use for your personal exposes. That will allow you to create reports for the business income and expenses. Quicken Mac by default has a bunch of business income and expense categories. If you go to Window > Categories, scroll down a little to see Quicken's default/starter categories for Business Expenses Business Services and Business Income. You're not bound to use Quicken's categories; you can add your own and delete ones which aren't relevant to you — but this is a good starting-off point.

    As @Quicken Jasmine wrote, if you provide more details about your business and what you're wanting to do in Quicken, we can chime in with more suggestions.

    Quicken Mac Subscription • Quicken user since 1993
  • UKR
    UKR SuperUser ✭✭✭✭✭

    And the funny thing is that this discussion is categorized as Quicken for Mac.
    Looking at @casabona 's Community profile, he/she appears to be a Quicken for Windows user.

    So, which is it really? Mac or Windows?

This discussion has been closed.