Transaction automatically changed to "uncategorized" when switching from personal to business

Thoraidan

Why is my transaction automatically categorized as "uncategorized" when I switch it from personal to business? I upgraded recently to Simplifi Business & Personal to have more control over the transactions, but I can't seem to properly edit and assign my old categories to properly fit into personal and business. The only place I can see to do this is in the accounts section but it only applies to the entire account, not the individual transactions.

In summary, I can only change the category when the transaction is set to personal fsr, but I need to be able to do that for business expenses.

Thanks for any help on this!

[edited title]

Coach Jon

Hello @Thoraidan,

Thanks for reaching out! If you don’t see the categories you need, you can create custom business categories. This support article explains how to do this: https://support.simplifi.quicken.com/en/articles/10175272-managing-business-categories#h_7a6bf0b303

You would specifically use business categories to separate personal and business transactions, and to indicate which transactions are associated with a business in Quicken Simplifi.

I hope this helps!

-Coach Jon