Separation

GGWII
GGWII Member ✭
edited May 2022 in New to Quicken/Getting Started (Windows)
Can I keep personal finances separate from non-profit business finances
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Best Answers

  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    Answer ✓
    You can have separate data files.  Go up to File-New.  Unless you report it in your personal tax return.  Then it should be in the same data file.

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Answer ✓
    Most, if not all, of the SuperUsers have multiple data files.  Our "production" file and several for testing. Additionally, I have 2 more data files for non-profits where I'm the Treasurer.
    The data is stored in the file ending with .QDF ... not in the program itself, just as your Excel spreadsheets are separate from the program.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP

Answers

  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    Answer ✓
    You can have separate data files.  Go up to File-New.  Unless you report it in your personal tax return.  Then it should be in the same data file.

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Answer ✓
    Most, if not all, of the SuperUsers have multiple data files.  Our "production" file and several for testing. Additionally, I have 2 more data files for non-profits where I'm the Treasurer.
    The data is stored in the file ending with .QDF ... not in the program itself, just as your Excel spreadsheets are separate from the program.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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