Quicken Mac - wondering if I can have multiple accounts?

jstory
jstory Member
edited July 2022 in Before you Buy
For instance: Personal, Rentals, Etc. Each of these accounts has their separate banking accounts.

Best Answer

  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    Answer ✓
    You can have separate FILES.  But you should have all your accounts in the same data file.  Unless you file a separate tax return for a business or the rentals.  So if you report it all on your personal 1040 tax return all the accounts should be in the same data file.

    FILES - Your data is kept in a separate Data FILE (and not in the program).   In the data File you have all your accounts.  You can have more than one File like a  separate file for your parents or children or a club. Recent Files opened should be listed at the bottom of the FILE menu item. Your data file ends in .qdf and should be in your Documents (or Library) then in a Quicken sub Folder.  Or you can search your computer for all files ending in .qdf to find them.  Go to FILE - NEW QUICKEN FILE  to setup another data file. When you do a backup it only backs up the file currently open.  You get the whole data file and all the accounts in that one file.


    ACCOUNTS - You can have many accounts in a File like a checking account, savings, credit card, asset, investment. Accounts are listed down the side in the Account Bar. You can do Ctrl+A or go to TOOLS - ACCOUNT LIST to bring up the Account listing.  You do not backup Accounts separately.  

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Quicken for Mac doesn't have Business/Rental property features, but yes you can have multiple banking and investment accounts.
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  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    Answer ✓
    You can have separate FILES.  But you should have all your accounts in the same data file.  Unless you file a separate tax return for a business or the rentals.  So if you report it all on your personal 1040 tax return all the accounts should be in the same data file.

    FILES - Your data is kept in a separate Data FILE (and not in the program).   In the data File you have all your accounts.  You can have more than one File like a  separate file for your parents or children or a club. Recent Files opened should be listed at the bottom of the FILE menu item. Your data file ends in .qdf and should be in your Documents (or Library) then in a Quicken sub Folder.  Or you can search your computer for all files ending in .qdf to find them.  Go to FILE - NEW QUICKEN FILE  to setup another data file. When you do a backup it only backs up the file currently open.  You get the whole data file and all the accounts in that one file.


    ACCOUNTS - You can have many accounts in a File like a checking account, savings, credit card, asset, investment. Accounts are listed down the side in the Account Bar. You can do Ctrl+A or go to TOOLS - ACCOUNT LIST to bring up the Account listing.  You do not backup Accounts separately.  

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