About Entities
This feature is currently available only through beta testing.
What an entity is
An entity is a named grouping of accounts that you define. You choose which accounts belong to an entity by assigning them in Manage Entities, and each account can belong to only one entity (or remain unassigned).
What entities do (and don’t do)
Entities don’t create new account data. They don’t change transactions, balances, categories, tags, budgets, or account settings. Instead, entities act as a scope filter that controls which accounts Quicken treats as “in focus” when you select an entity.
How you use entities in the application
After you turn on entities, Quicken adds an entity selector in the title bar. You use this selector to switch between views of the same file.
Typical ways to use entities
Experienced users usually use entities to separate accounts that should be managed together but reported separately, such as:
Household vs. a family member’s accounts
A trust or estate vs. personal accounts
Multiple properties or groups of accounts you want to keep distinct
How entity focus changes what you see
When you select an entity, Quicken focuses the account bar and other account-driven views on accounts assigned to that entity. Accounts that aren’t part of the selected entity still exist in the file, but they are treated as outside the current focus.
“All Entities” and “Unassigned accounts”
The entity selector includes options that help you work across your entire file or locate accounts you haven’t organized yet.
All Entities shows all accounts in the file.
Unassigned accounts shows accounts that are not assigned to any entity.
Entity groups
Entity groups let you combine multiple entities into a single view. This is useful when you want a consolidated view (for example, “Family”) without moving accounts into the same entity.
Entity reports
Entity reports are available from Reports → Entity. They’re designed for entity-based review and comparison and are separate from standard report workflows.