Separate accounts

Art Kelly
Art Kelly Member ✭✭
edited May 2022 in Budgeting and Planning Tools (Mac)
I recently became Treasurer for a small non profit. Can I run their activity on Quicken without merging with my personal data?

Answers

  • MontanaKarl
    MontanaKarl Quicken Mac Subscription Member, SuperUser, Mac Beta Beta
    edited January 2021
    You should create a separate data file for them (File > New). You can switch between the your personal file and the nonprofit's file with, for example, File > Open Recent...

    Quicken user since 1990, MacBook Pro M2 Max on Tahoe 26.1 (and Win 11 under Parallels Desktop)

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