Add New Space Not Working to Split Personal and Joint Finances

gordo_c_123

Hello,

My current Simplifi setup combines both my personal finances and the joint finances I share with my partner. I’d like to split these into two separate Spaces so I can easily switch between viewing my personal finances and our joint finances.

Right now, everything is combined into one Space. To view only my personal finances, I have to manually hide all of our joint accounts and if I want to view only our joint finances, I have to manually hide all of my personal accounts.

When I go to the Spaces & Share tab, the "+ Space" icon in the top-right corner is greyed out and appears disabled.

How can I enable this feature or create a separate Space to better view personal and joint finances?

Coach Natalie

@gordo_c_123, thanks for posting your inquiry to the Community!

If you're subscribed to the Basic version of Quicken Simplifi, additional Spaces are not supported. The last I knew, they are actually supposed to remove that greyed-out "+ Spaces" button to avoid confusion.

Here is our article on Space Sharing: https://support.simplifi.quicken.com/en/articles/6443103-how-to-share-your-quicken-simplifi-data

And here is an Idea post you can vote for to allow multiple Spaces in the Basic version of Quicken Simplifi:

https://community.simplifimoney.com/discussion/7322/ability-to-have-multiple-spaces-datasets-edited

With that, even if you don't need "business" features, I do want to mention that QBP (the Business & Personal version of Quicken Simplifi) does allow additional Spaces of up to three: https://support.simplifi.quicken.com/en/articles/10362268-managing-your-spaces-in-quicken-business-personal

I hope this helps!