How do I switch between My stuff and my partners Business stuff?

Question

Have Quicken Business and Personal. His Business stuff is under a different name than my personal stuff. Do I need to install and pay for a 2nd Quicken account for just my stuff and can I have 2 separate Quicken accounts on the same tablet, both using the same email address? Thanks!  You’re the BEST!

Coach Jon · Accepted Answer

Hello @Njblavender888,

Thanks for reaching out! With Quicken Business & Personal, you can use the Spaces feature to create up to three separate areas to organize and manage your finances. Spaces allow you to group and track specific accounts separately—for example, accounts you don’t want included with your main finances or those tied to a distinct financial goal. This support article goes into more detail on how to create and manage your Spaces:

https://support.simplifi.quicken.com/en/articles/10362268-managing-your-spaces-in-quicken-business-personal#h_44c2d6a982

If you're looking for a way to share your data from Quicken Business & Personal, such as with a spouse or for a specific account, check out our Space Sharing feature.

I hope this information helps!

-Coach Jon

Flopbot · Accepted Answer

@Njblavender888 ,

Just so you can visually see what it looks like.  When you have spaces set up, you can switch between them by clicking here…

* Simplifi > Profile > And then here…

It's really efficient and everything stays nice and separate.  It does require you to have multiple, separate accounts though.