Is it possible to have more than one tracking account without a seperate membership plan?

jessfill

I have a personal checking account (shared with family) and also a separate business account checking. I want to track the 2 separately, the 2 in different dashboards/accounts so that they're not all lumped into 1. Is this possible? without having to pay for a second Simplifi account? I don't want to merge my personal and business transactions accounting.

Coach Kristina

Hello @jessfill ,

Unfortunately, that feature does not currently exist in Quicken Simplifi. There is an Idea post requesting that functionality though. I recommend checking it out and adding your vote. Ideas that get enough votes may be implemented in the future!

https://community.simplifimoney.com/discussion/7322/ability-to-have-multiple-spaces-datasets-edited

I hope this helps!