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A business tag is a specialized tag that Quicken uses to group the transactions for a business.

After you add the business tag and apply the business tag to the appropriate transactions, Quicken displays the data for your business in a number of ways.

Adding a business tag to Quicken

When you add a business to Quicken, you tell Quicken the name of your business and the tag you want to use for the transactions for that business.

Using a business tag with a transaction

When you enter a transaction in Quicken, you have the option to include a tag. When one of the tags you include is a business tag, Quicken can associate the transaction with the appropriate business.

  • If I just track one business, do I need to include the business tag in every transaction?
  • What if I include more than one business tag?
  • What if the transaction I need to enter belongs to more than one business?
  • Does the transaction I add a business tag to need to be in a business account?

Reviewing your business data

There are a number of ways to view your business data in Quicken:

  • Quicken business reports display information about your business in a clear, easy-to-read format. Available reports include tax reports, profit and loss statements, balance sheets, payroll reports, A/R and A/P reports, and reports that track expenses and income by project.
  • The Business Cash Flow page helps you track and manage the short-term income and expenses for your business.
  • The Profit/Loss page shows your income, expenses, and net profit or loss for each business you track in Quicken.
  • Quicken includes the balances of your business accounts along with the balances of your personal accounts to determine your net worth, which you can review in the Property & Debt tab or as a report.

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