How to run a balance sheet for personal accounts? (edited)

Question

I have personal and business subscription and I would like to transition my personal accounts to a new business account that allows me to select and prepare a business-like balance sheet.  We I try to create a business balance sheet, it does not allow me to select my personal accounts. The reply is No Data Available.

How can I choose my personal accounts (28) for a business balance sheet?

Coach Jon · Accepted Answer

Hello @TCG,

Thank you for reaching out! The Balance Sheet report shows your business assets, liabilities, and overall financial position. You can view the report for a single business or combine results from multiple businesses. The Balance Sheet report is also available only for the current year. While most business reports also let you include your personal finances, the Balance Sheet report does not.

https://intercom.help/acme-1e77d279bfd5/en/articles/10180200-using-business-reports-in-quicken-business-personal#h_2e01792f9a

If you would like, you can submit an idea post requesting the ability to use personal accounts with the Balance Sheet report, so other users can also vote on this idea going forward.

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

I hope this information helps!