Can Quicken Mobile Companion app be set up as Read-Only?

Keeley_K
Keeley_K Quicken Windows Subscription Member
edited May 2023 in Using the Mobile App

I am a Daily Money Manage (aka personal bookkeeper). I would like to give my client the ability to see activity and balances, but I don't want them to be able to make ANY changes to the data file. Can the mobile companion app be set up for Read-Only?

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Answers

  • Greg_the_Geek
    Greg_the_Geek Quicken Windows Subscription SuperUser ✭✭✭✭✭

    No, it cannot be setup for Read-Only.

    Quicken Subscription HBRP - Windows 10
  • Keeley_K
    Keeley_K Quicken Windows Subscription Member

    This would be very helpful for me and the other 800 member of AADMM. How might I make this request/recommendation to Quicken?

  • Greg_the_Geek
    Greg_the_Geek Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Quicken is Personal Financial software and not written for use by the 800 member AADMM (whatever that is).

    You can submit an idea here.

    Quicken Subscription HBRP - Windows 10
  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭

    guessing it is a Personal Money Manager and there are 800 folks that offer this personal service to those that might need it - on a person to person basis-

    Like a personal (money) trainer

    https://secure.aadmm.com/

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