You can designate one business to include all business transactions that do not have a valid business tag. Quicken will automatically associate all business transactions without a business tag to your selected business.
You can select this check box for a single business at a time. The first time you add a business to Quicken, Quicken automatically selects this check box, but you can clear the check box.
Selecting or removing a business to track transactions without a tag
Use this procedure to change the status of Business transactions without a tag belong to this business.
- Go to the Business tab.
- Select Business Tools → Manage Business Information.
- In the Manage Business Information window, choose the business if there is more than one and select Edit.
- Select the checkbox Business transactions without a tag belong to this business to designate that business for assigning tags. Remove the check from the checkbox to no longer use that business assigning tags.
- Select OK
Tracking a single business
If you plan to track only a single business in Quicken, selecting this check box can save you the time and effort it takes to tag your business transactions.
Tracking several businesses
If you plan to track several businesses in Quicken, clearing this check box for every business and tagging each business transaction with the appropriate business tag can help you preserve your historical data as your business prospects change and evolve.
Can you give me an example of how my historical data can be affected?
If you initially had the Business transactions without a tag belong to this business checkbox selected for a candle business, and you entered transactions for the candle business without a tag, those transactions would be applied to the candle business. If you then decided to close the candle business and open a catering business, you might then want to use the checkbox for the catering business. To do this, you would:
- Edit the candle business information and clear the checkbox (following the instructions above).
- Edit all the business transactions for the candle business to include a tag.
- Edit the catering business information and select the checkbox (following the instructions above).
Otherwise, Quicken will have no way to match which untagged historical transactions go with which business and will display them all together.
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