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Add another user's accounts without co-mingling funds with mine

danowskraan

Hi,
I am now responsible for another person's finances. I'd like to set up a Quicken account or user for them and keep their accounts separate from my accounts. Is there a method to add another person's information to Quicken without co-mingling their accounts? Thank you.

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Greg_the_Geek

I would suggest creating a new Quicken data file. From Quicken —> File —> New Quicken File…

RalphC

Simply create a new data file with a different file name. Many of us have done that.

danowskraan

Thank you, Greg, I will give that a try.

danowskraan

That worked perfectly! Thank you very much.

splasher

If either of you is using QMobile/QWeb, just know that both data files are associated with the same Quicken ID. That means, that if both of you use QMobile/QWeb, both of you can see the other's data that has been synced to the Quicken Cloud account. The data is still kept separate, it is just a matter of what each of you has access to.

If the other person (the one that you are managing their finances for) isn't going to use Quicken in any way, this is not an issue.