Tracking 2nd person on one PC.

Johnny Row

I have been tracking my own finances in Quicken for many years. Now I want to help an older relative track his finances. His finances are totally separate from mine. It will all be on my PC, and he will not be accessing it at all.
To do this, do I just create a separate file for the other person, and just make sure I'm always using the correct file?
When I go through File menu and open other file, will it automatically close the first file?

Thanks

bmciance

Yes, just create a new file.  Quicken does not have the capability to have two files open at the same time so it will automatically close any other file you have open.

I used to keep a file for an elderly relative and what I did was to put a link to each of the data files on my desktop.  Using the particular link opens that file no matter what file was last opened in Quicken.  I found this to be the best way to handle going back and forth between two data files.

Ps56k2

and.... the NAME of the currently open file is displayed in the far upper left corner of the Quicken screen

bmciance

Yes, just create a new file.  Quicken does not have the capability to have two files open at the same time so it will automatically close any other file you have open.

I used to keep a file for an elderly relative and what I did was to put a link to each of the data files on my desktop.  Using the particular link opens that file no matter what file was last opened in Quicken.  I found this to be the best way to handle going back and forth between two data files.

Johnny Row

Thanks much. That's what I was hoping to hear.

Johnny Row

And good tip on 2 links.

Ps56k2

and.... the NAME of the currently open file is displayed in the far upper left corner of the Quicken screen