Can I create another data file to help my son manage his debts and switch between them (Q Mac)

cyburham

I am running Classic Deluxe For Mac and have a subscription. My son needs help managing his finances. I want to setup a secondary file with all of his info to help him track things. I am assuming I can just go into file and new and name the account under my son. Before I do this I just want to be sure I won't loose access to all of my info. I just backed up my files. I'm just Leary to create a new account file before I'm 100% sure. I want to be able to switch back and forth.

Ps56k2

no problem - all the info is stored in each Quicken data file … just like MS word and the Doc files you create -

jacobs

@Jon I was going to raise the issue about accessibility of Quicken Cloud data, so I'm glad you did. If @cyburham doens't use the mobile app or web interface, then making sure Sync is off on the Settings > Mobile, Web & Alerts screen, and clicking Reset on the Settings > Connected Services screen, will prevent any data from being in Quicken Cloud and accessible to other users of the same Quicken ID.

Regarding the first issue, wouldn't a simpler solution be password-protecting @cyburham's data file? Wouldn't that create sufficient security to keep their son from accessing their data file?

smayer97

One key thing mentioned, "…I want to be able to switch back and forth. "

For this, you might consider creating a separate user on the same Mac, then saving your son's file in a shared folder, as long as you can be sure that you both do not access the same file at the same time. There may be other ways, but the simplest, is to make sure only one user is logged in on that Mac at the same time.

Otherwise, you would have to move the data file back and forth between user accounts.

If you do not opt to create a separate user, I'm sure I would have many of the same "variety of reasons" to not share your Mac account with your son.