Install on son's laptop and e manages checking from phone?

dogwind

Hi,
My college aged son's Wells Fargo has been managed in my Quicken file until now.
My subscription allows me to install on his laptop right?
Can he manage his own file and sync with his phone? What are the steps for that?
Or does he need his own subscription?
Bob

Sherlock

If you do not want to allow your son to be able to access you're account and he doesn't want you to be access his account, he should have his own subscription.  Otherwise, his data file is managed just as if you've created a new data file on another machine:  https://www.quicken.com/support/windows/install-and-update#windows

Sherlock

dogwind said:

I want him to be able to manage his own checking account as his own stand alone file. Since I don't use mobile I am hoping his file can be the only cloud file that he can sync from his laptop and his phone. I don't quite know the mechanics of that (cloud file) but I'm checking it out. Thanks!

There is no hoping necessary.  If your data file does not sync your accounts to the you Quicken Cloud account and his data file does sync his accounts to your Quicken Cloud account, the only data file set sync'd to you Quicken Cloud account will be his.  Use of the Quicken Mobile app is just one way to access the account data sets sync'd to your Quicken Cloud account.

Sherlock

If you do not want to allow your son to be able to access you're account and he doesn't want you to be access his account, he should have his own subscription.  Otherwise, his data file is managed just as if you've created a new data file on another machine:  https://www.quicken.com/support/windows/install-and-update#windows

dogwind

I want him to be able to manage his own checking account as his own stand alone file. Since I don't use mobile I am hoping his file can be the only cloud file that he can sync from his laptop and his phone. I don't quite know the mechanics of that (cloud file) but I'm checking it out. Thanks!

Sherlock

dogwind said:

I want him to be able to manage his own checking account as his own stand alone file. Since I don't use mobile I am hoping his file can be the only cloud file that he can sync from his laptop and his phone. I don't quite know the mechanics of that (cloud file) but I'm checking it out. Thanks!

There is no hoping necessary.  If your data file does not sync your accounts to the you Quicken Cloud account and his data file does sync his accounts to your Quicken Cloud account, the only data file set sync'd to you Quicken Cloud account will be his.  Use of the Quicken Mobile app is just one way to access the account data sets sync'd to your Quicken Cloud account.

dogwind

>the only data file set sync'd to you Quicken Cloud account will be his<

That's what I needed to verify thanks!