Unclear how to associate a business tag with a business in Version 8.4.2 (Build 804.59835.100)

lhatx49

I'm in Quicken subscription for Mac Version 8.4.2 (Build 804.59835.100). I have two existing businesses (rental properties). I cannot figure out how to create a business tag for each of my rental properties so that I can tag transactions accordingly. Similar for if I create categories/subcategories for each business - I'm not seeing a way to formally link them for reporting. What am I missing? Thanks!

jacobs

Perhaps to clarify something you wrote: tags are not assigned to a business. Tags are assigned to transactions, and tags are not unique to one business or another.

Since you have Business & Personal though, and have set up two separate businesses, you may not need tags to associate transactions with the appropriate business. Do you have the Business and Client fields visible in your account registers? If you have an expense for Business A, you'd enter Business A in the Business field of the transaction. That's how you assign a transaction to a business, not with tags.

So if I had a purchase at Home Depot which I wanted assigned to my business Acme Consulting Co, it might look like this:

Does that make sense? If not, it might help if you explained in words a few transactions which you're trying to enter and we can hopefully point you in the right direction.

(You might at some point have a use for tags if you have specific projects where you need an additional dimension to group income or expenses for reporting. For example, if you're doing a bathroom renovation in both of your properties, you might create a Renovation tag and add it to all the expense transactions related to the renovation, so you could easily do a report of just renovation project expenses, across both properties or individually by Business.)