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Allowing Access to just one checking account

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?

Comments

  • jr7107
    jr7107 SuperUser ✭✭✭✭
    Manually with his own separate file. That's how I have set it up for mine.
    Quicken user since 1994.
    Quicken Forum/Community Contributor since 2005.
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    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.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • BrianDL
    BrianDL Member
    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
    jr7107 SuperUser ✭✭✭✭
    edited July 2019
    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.
    Quicken user since 1994.
    Quicken Forum/Community Contributor since 2005.
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    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.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
This discussion has been closed.