Separate Business Grouping for Sidebar Accounts for Mac Personal & Business

user14062

I recently migrated from QCP&B Win after buying my first Mac computer. In that sidebar, it categorized accounts into Banking (Checking & Credit Card), Business (Checking, Credit Card & Invoices), Investing (Brokerage & Retirement), Property & Debt (Debit & Credit), and Separate groupings.

After I exported/imported the QFX file to my Mac, the QCP&B Mac arranged their sidebar showing Banking (Checking & Credit Card), Investing (Brokerage & Retirement), Property & Debt, and Separate groupings with NO Business Accounts grouping. For instance, it now combines all checking account regardless of they are personal or business under that grouping.

My question: Is there a way to separate the Personal & Business accounts into their own Sidebar grouping (like QCP&B Win) versus the way that it was designed/combined? i.e., add a Business grouping like the Windows version. It would be nice to be able to have a quick overview of the business accounts without generating a report.

Jon

Business accounts should be separated into their own group in the sidebar (though there is just one "Business" group even if you have multiple businesses). First you should select the Business tab at the top of the window and then click on the Manage Businesses button in the upper right to get your businesses defined in Quicken. By default you have one business called "My Business"; you can rename that if you want, and also create new businesses. You'll also want to set the correct Business Type so that tax reporting will be on the correct schedule.

Once you have that done, you can right-click each business account in the sidebar, select Account Settings from the popup menu, and then set the Primary Use field to the correct business.

Jon

Business accounts should be separated into their own group in the sidebar (though there is just one "Business" group even if you have multiple businesses). First you should select the Business tab at the top of the window and then click on the Manage Businesses button in the upper right to get your businesses defined in Quicken. By default you have one business called "My Business"; you can rename that if you want, and also create new businesses. You'll also want to set the correct Business Type so that tax reporting will be on the correct schedule.

Once you have that done, you can right-click each business account in the sidebar, select Account Settings from the popup menu, and then set the Primary Use field to the correct business.

user14062

Thank you. I knew it was an simple fix. I just couldn't find it/figure it out. Still learning Mac since converting from Windows. Thank you again

Quicken Janean

Hi @user14062 and @Jon,

The Mac Team would like your feedback on sidebar features for Quicken Classic for Mac so we can make further improvements and changes. 

If interested, please visit our survey. We look forward to hearing from you. 

Thanks!