What's the transition process from Simplifi Personal to new "Business & Personal"

FilmCompos3r

I'm a small business owner, single employee s-corp, and considering the switch to the new Business and Personal app. Thus far I've just been using Simplifi Personal track both business and personal expenses and its worked well enough, but I'm intrigued by the featureset of the combined app.

Can anyone tell me how the transition went? Is there any work that needs to be done in translating entries from Personal to the new Business and Personal app? Or is it basically like starting fresh? If starting fresh, will I still have access to the personal app for records purposes?

Coach Jon

Hello @FilmCompos3r,

Thanks for reaching out! There is no need to start fresh!  Quicken Business & Personal essentially adds features/functionality that apply to your current Quicken Simplifi dataset. As for what those features are, you can read our support article here: https://support.simplifi.quicken.com/en/articles/11391125-getting-started-with-quicken-business-personal#h_2286811c58

I hope this helps!

DryHeat

@FilmCompos3r

One thing to keep in mind… If you want to use QBP to segregate you business and personal into separate Spaces, there is currently no way to move an account from one Space to another.

You can delete an account in one Space and add it a different Space, but any work you have done on the transactions will be lost.

You can export and then import the existing transactions, but that has its own limitations.