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Quicken Classic for Windows
New to Quicken/Getting Started (Windows)
Create Multiple Datasets to sync?
batstang2000
Is it possible to create multiple datasets to sync for mobile app access? For example, I would like to create one dataset named MYSTUFF that would only include Savings acct1 and two credit cards. I would also like to create HERSTUFF that would only include Savings acct2 and two credit cards. And then if possible one called ALLSTUFF that included all accounts. I have looked through multiple posts and have seen multiple datasets mentioned but not the steps involved to create them.
Using Quicken for Windows Premiere 2019 R18.15 Build 27.1.18.15
THANKS
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Accepted answers
Sherlock
The Quicken Cloud data sets correspond to Quicken data files. If you want to create a new data file, select
File > New Quicken File...
. If you want to use a copy of a data file, you have a number of options. One way, would be to select
File > Save a copy as...
. If the data files share accounts, it is your responsibility to keep them in sync.
All comments
Sherlock
The Quicken Cloud data sets correspond to Quicken data files. If you want to create a new data file, select
File > New Quicken File...
. If you want to use a copy of a data file, you have a number of options. One way, would be to select
File > Save a copy as...
. If the data files share accounts, it is your responsibility to keep them in sync.
splasher
Your three data sets that you mention would have to be in three separate data files.
Note that anyone with access to any of the cloud files will have access to all of them since there is only one Quicken Id associated with a subscription.
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