Creating/using accounts as an Executor
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Dorothy H
Member ✭✭✭
Long time Quicken Mac user and use online Quicken Deluxe Vs. 6.
I have recently been named executor for a family member. The estate is not too complicated - some accounts and a house. I need to track expenditures from the accounts until everything is settled and would like to keep it as separate as possible from my own records. The expenditures I foresee are: memorial service, medical, attorney, house-related.
How do I set up accounts for this? I saw a reference to creating a new data file, but am unsure what that means. If a new data file would keep my personal data separate from estate data, I would really like that.
Thank you for any guidance.
I have recently been named executor for a family member. The estate is not too complicated - some accounts and a house. I need to track expenditures from the accounts until everything is settled and would like to keep it as separate as possible from my own records. The expenditures I foresee are: memorial service, medical, attorney, house-related.
How do I set up accounts for this? I saw a reference to creating a new data file, but am unsure what that means. If a new data file would keep my personal data separate from estate data, I would really like that.
Thank you for any guidance.
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Yes you can have more than one data file. They are completely separate. Go up to File-New Quicken File. I think Mac is the same as Windows to start a new file. You can only have 1 file open at a time. You can switch between them. Each data file has their own accounts in it.
I'm staying on Quicken 2013 Premier for Windows.
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