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Allowing Access to just one checking account

BrianDL

I want to provide my son with the ability to enter transactions and balance one specific checking account. I don't want him to have access to the entire Quicken file.

What is the best way to accomplish this?

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jr7107

Manually with his own separate file. That's how I have set it up for mine.

NotACPA

jr7107 said:

Manually with his own separate file. That's how I have set it up for mine.

Otherwise, there's no way within Q to do what you ask.

BrianDL

I've done that. Once he's balanced the account, I need to be able to transfer or consolidate it with my primary Quicken file. I've tried QXF files but get lots of errors. Is there something I'm missing?

Thanks.

jr7107

There is no user level security privileges or account level privileges. You can do the work twice (you balance it, and he balances it) and then compare notes between files.

NotACPA

Are you simply trying to teach him to use Quicken, or what?

Because repeated split-offs and mergers are a recipe for disaster.

SO, how about copying your Q data file, and then stripping out everything (from the copy) except his account? That way, the original of his account will still be in your file.

unknown

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