I recently upgraded my Simplifi subscription to Quicken Personal & Business to incorporate the accounting and invoicing for a Schedule C LLC.
Perhaps I assumed incorrectly, but I was surprised to discover that a Personal & Business subscription unlocks additional features within Simplifi rather than using an entirely different app.
I also was (pleasantly) surprised that, despite "Fin" (the AI support Bot) explaining that Simplifi data cannot be transferred to Business & Personal, the data transfer was seamless. My Simplifi data became the foundation for the Personal side of Business & Personal.
Not every surprise has been unwelcome, but I wish more and better information about migrating from Simplifi to Business & Personal exists - or I at least knew where to find it beforehand,
