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Quicken Emergency Records Organizer

retird

I see Emergency Records Organizer is included as an option under the drop down for Property & Debt. I haven't found much info on this so I clicked on it and it wants to make changes on my computer. DECLINED THIS… I saw a very old post somewhere that this feature is no longer supported. The only YouTubre videos are many years old (7-10).

Anybody using this feature or have any helpful information or suggestions?

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Accepted answers

bmciance

Yes, it does need an extra install. Its always been that way. As I said, not supported just means it never gets updated and Quicken Support will probably not be able to help with it. They just never removed the functionality because people have requested to keep it.

retird

@Chris_QPW Sorry you got the wrong impression that I misunderstand how attachments work. Yes I know how attachments work in Quicken. I have been doing exactly what you describe in your last post for years. Open atttachment, edit it and save it to the desktop then delete the old attachment and add the new one. Pretty simple process.

Back to the OP: Over the years I have also set up my own off line "Vital Documents and Records" accounts in Quicken. Everything my heirs will need to access is in Quicken so I was interested in how Quicken Emergency Records worked to see if would be a good tool to transition to. Thus my Question.

My question has been answered by @bmciance…… and thanks @Chris_QPW for the added discussion on atachments…

All comments

bmciance

I don't really use it anymore but I still have some data in it. You could find it useful if you want to store your medical contacts or property information and other personal information. It is a very simplistic database to store and print this information. You can also export the information to a text file. No, it is no longer "supported". This means it does not get updated and I am sure Quicken Support will provide very little if any help on it but it does still work.

retird

THX for the info. It almost seems by clicking on Emergency Records Organizer it wants to install. I wonder if not supported why is it still an option?

bmciance

retird

THX @bmciance …….

Found this:

https://www.quicken.com/support/installing-quicken-home-inventory-and-emergency-records-organizer/

Not supported…. not interested …….. will find a stand alone software…. thx….

bmciance

Frankly, you are probably better off just using a spreadsheet.

Good luck finding something that suits your needs.

retird

I do have it on a spreadsheet and attached in Quicken but opening the attachment to update any changes the changes can't be saved unless saved to the cloud. I don't do clouds.

When trying to save updated spreadsheet within Quicken I see this….

Chris_QPW

that prompt is from Excel not Quicken. And it is optional.

Chris_QPW

but I also will say that that looks like a temporary directory and you probably don’t wanna store it there.

Chris_QPW

Actually, now that I think about what you said, I think you are under the wrong impression on how Quicken attachments work.

You can't open an attachment in Quicken and then edit it and expect it to go back into Quicken. Quicken has no "update attachment" feature.

If you want to update that attachment, you have to open it up change it, save it to somewhere on you on your disk, delete the old version of the attachment, and attach the new copy. EDIT: (Open exports a copy of the attachment to your Windows temporary folder)

Personally, I find Quicken's handling of attachments to be pretty bad and would have long ago stopped trying to use that feature. Better to store them outside of Quicken.

retird

My question has been answered by @bmciance…… and thanks @Chris_QPW for the added discussion on atachments…

Deaks

Wife and I have some accounts at Fidelity. They offer a free service "www.fidsafe.com" allows a relatively safe place to store documents. Try it if you wish.