how can I set up a set of Quicken accounts entirely separately from my own?

Hi -- long-time Quicken user, but I have taken over my mom's finances and want to know how I can set up her accounts on my Quicken without having them part of my own.  I have my whole set-up for my household, and I want to open up an entirely separate set-up for her, with her own accounts and categories, etc.  How do I do that?

Best Answer


  • splasher
    splasher SuperUser ✭✭✭✭✭
    GeoffG said:
    Start with File>New Quicken File 
    Not stated explicitly but implied by GeoffG, the data in Quicken is kept in a file, not the program and you can have as many files as you want, each independent of the other files.  Quicken will remember the last four in the recent files list at the bottom of the File menu.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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