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Managing Family Member Funds

vintner2009

Hello! I recently switched over from QuickBooks after several years of use, but the price was just too much for what our small business was doing and quicken seemed more appropriate. Unfortunately, I am finding those little quirks that was very nice like I had my mother in law set up as a different account and it was kept easily away from our personal and business activities. Well, I tried this in Quicken and it doesn't work and was pulling her finances into all our reports so I have since deleted her account. I really need to manage her account so is there a separate way to do this in Quicken or do I have to purchase and setup for her? I worry if I do have to download another quicken program will that clash with the other program that is downloaded on my laptop?

Thanks,
John

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Comments

bmciance

No need for another program. Just create another data file for her finances. This will keep everything separate.

volvogirl

Go up to File-New Quicken file. You can have many different separate Data Files. Then each Data File will have their own Accounts in it. Give it a unique name like Moms File. You can only have 1 file open at a time. Then to switch between them go up to menu File and the files should be listed at the bottom. Just click on the other file.