Separating personal and business transactions by using categories to assign any transaction to any purposeīut Quicken 2007 was already behind the times in 2006! Apple had already begun its transition from PowerPC to Intel chips, and Quicken 2007 had only PowerPC code in it.Highly customizable reporting to extract lists of transactions or summaries of income and expenses corresponding to city, state, and federal tax guidelines.Financial institution transaction syncing and automatic (or at least heavily assisted) reconciliation.Hierarchical categories (like “Business:Hardware:In-state” to mark purchases on which I paid sales tax, or “Income:Consulting:Conferences”).Quicken 2007 included and improved on several bookkeeping needs I had and still have:
When Intuit, Quicken’s original owner, released Quicken 2007 for what was then called Mac OS X, it was a major step forward for Mac users in synchronizing online accounts and producing financial reports. This is my journey, and if you’re still on Quicken 2007, it’s one you can take too. I waited so long, however, that I wasn’t forced to give up anything in the process.
But after a recent long-delayed update to the current version, Quicken Deluxe, I can now pinpoint the time: mid-1998.Īfter 23 years of using older versions of Quicken, including Quicken 2007 since its paradoxical release in 2006, I’ve finally severed my cord to the past: to PowerPC and Intel processors, to outdated record formats, and to clunky manual entry of transactions. I couldn’t remember when I first installed Quicken to manage my personal and small-business finances. How I Learned To Love Quicken Deluxe and Give Up on the Past
#1590: Demystifying USB-C cables, Apple sues spyware firm, Manifesto for Ubiquitous Linking, printer driver quirks, support TidBITS!.#1591: Major OS updates, AirPods firmware update, non-Google accounts in Gmail app, Time Sensitive notifications, Apple Watch Web browser.#1592: Life with HomeKit, notification summaries, Music/iTunes Store oddity, inadvertent Mail deletion, iOS update error, holiday hiatus.#1593: Wordle, vinyl skins for Apple laptops, Apple Music Voice Plan, ad hoc Wi-Fi networks.#1594: iOS 15.2.1, AirTag stalking, CES Tech Trends for 2022.
On an iPhone or iPad (iOS) or Android phone or tablet
You now have a single, categorized transaction.
You can only split transactions by amount in the mobile app. If you need to split a transaction by a percentage, sign in to QuickBooks Self-Employed in a web browser. You can also split business transactions between multiple Schedule C expense categories. You can split transactions between business and personal, as an amount or percentage. In QuickBooks Self-Employed, you can split transactions when you're categorizing them.
Learn how to split a single transaction between business and personal, or into multiple categories.