How do I separate business and personal accounts in Simplifi ?

patrickdundon

In Q Simplifi, I wish to have an account for my small business that does not integrate with my personal finances. Is it possible to have such a set-up for one license (fee)?

Coach Kristina

Hello @patrickdundon,

As @RobWilk said, currently, Quicken Simplifi is designed for personal finances. There isn't any way to mark an account as separate. You would be able to exclude the account from your Spending Plan. You could also exclude it from reports. If you needed to see reports for the account, then rather than excluding it, you could use filters each time you run reports, to ensure that only the account(s) you want in the report will show.

For more information on excluding accounts from the Spending Plan and/or reports, click here.

For more information on reports and customizing reports, click here.

I hope this helps!

RobWilk

Simplifi is for personal finances, supposedly a business app is coming, but presumably will cost more.