Quicken 2002, XG, 2004

How can I separate my business accounts from my personal accounts in Quicken?

Background: Separating business accounts from personal accounts

Solution: "Create a separate data file for your business accounts if any of the following situations apply:

You use different accounts for business and personal transactions.

You will not be transferring funds between business and personal accounts.

You will not be combining business and personal transactions in the same reports.

If your business and personal accounts do not currently share the same data file:

From the Quicken File menu, choose New.

Select New Quicken File and click OK.

In the Create Quicken File window, enter an appropriate filename (for example, "Business") and click OK.

Follow the onscreen instructions.

If your business and personal accounts currently share the same data file:

Open the shared data file in Quicken if you haven't already done so.

From the Quicken File menu, choose File Operations, and then choose Copy.

In the uppermost field in the Copy File window, change the preset filename (usually "QDATACpy") to an appropriate filename (for example, "Business") by updating this field or by clicking Browse.

If desired, adjust the date range in the From and To fields.

Click OK and wait for Quicken to finish copying the file.

Select New copy in the File Copied Successfully window, and then click OK.

From the Tools menu, choose Account List.

To remove personal accounts from the file, right-click the account, choose Delete, type Yes, and then click OK.

Repeat Steps 1 through 8 to similarly create a data file for your personal accounts.