Can two quicken users share/download joint bank accounts?

We want two separate Quicken files but still want to be able for each of them to download transactions and send payments from the same joint banking account. Can we do this and any special needs/problems.

Best Answer

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Answer ✓
    You can have two separate Quicken files and be able for each of them to download transactions and send payments from the same joint banking account.  You just need to be certain they are distinct Quicken files by creating the additional Quicken files using File > New Quicken File... or File > Copy or Backup File... and choosing Create a copy or template.

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Answer ✓
    You can have two separate Quicken files and be able for each of them to download transactions and send payments from the same joint banking account.  You just need to be certain they are distinct Quicken files by creating the additional Quicken files using File > New Quicken File... or File > Copy or Backup File... and choosing Create a copy or template.
  • richuser155
    richuser155 Member ✭✭
    Thank you
  • Damian
    Damian Member, SuperUser ✭✭✭✭
    edited May 15
    @sherlock would that require different bank login credentials for each file?  Since it is a joint account I am assuming there are multiple logins at the bank?
    (Quicken Premier Subscription R40.21 on Windows 11 Pro)
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Damian said:
    @sherlock would that require different bank login credentials for each file?  Since it is a joint account I am assuming there are multiple logins at the bank?
    It does not require different bank login credentials for each file.
  • thecreator
    thecreator SuperUser ✭✭✭✭✭
    We want two separate Quicken files but still want to be able for each of them to download transactions and send payments from the same joint banking account. Can we do this and any special needs/problems.


    As long as you create two separate Quicken Data Files, instead of creating one and copying it to your other installation. And if you are using it in the same household, you can use the same Quicken User ID and password between both Quicken Data Files, not mentioned above.

    thecreator - User of Quicken Subscription R40.21  USA & Quicken 2017 HBRP R20.6 USA
                       Windows 10 Pro 32-Bit Build 19044.1706                   
                       Windows 10 Pro 64-Bit Build 19044-1706 Lost Windows 11.
                      also  Windows 10 Pro 64-Bit Build 19044.1645
    View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1