Quicken "Views"

RickQuick

As we approach retirement, we are thinking about our children being able to step in and assist with financial transactions should the main financial person (myself) be incapacitated or die. As we think about it, we realize that keeping the investment portion of our finances "hidden" would allow someone to assist in the administration of monthly finances, and determining financial needs for the upcoming months, without showing them that Mom and Dad have $XXX in their investment accounts.

There should be a way to give a user a password to the Quicken file, and have that password "restricted" to not seeing accounts flagged as "restricted" by the power user.