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

Question

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 · Accepted Answer

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!