Can I use Classic Home data file with Classic Business Software (Windows)

Question

Situation (#d in case anyone wants to refer to points):

* I use Business software to keep my daughters company accounts.  I use her Quicken ID on my laptop.
* I use Personal/Home software to keep my personal finances.  I use my Quicken ID on my desktop computer.
* I am going on an extended vacation and will take my laptop.  
* Can I put my personal data file (#2) on the laptop and then use Business software to update each of the data files?  Concerns:* What about User IDs in the data files?  
* Is the User ID attached to the software?
* Will my home data file "inherit" business properties and then not work on the home software again when I get back.

* I think I can install both Home and Business software on the laptop and use each with their own data files and their own Quicken IDs.

splasher · Answer

NOTE: the following was originally written to a response of using Quicken with a personal file and a Club's file, so when reading it, think "daughter" when you see "club."

You already have both editions of Quicken installed.  There is only ONE subscription Quicken program, the license decides which features (edition) are available.

You can switch between editions by going thru EditPreferencesQuicken Id, "login as different user".

To prevent hiccups in your separate data files, make sure that they are both uniquely named and switch between them using this process.

Create a dummy data file named something like go_between.qdf with no accounts in it, it is just for transitioning between the two Quicken IDs.

Now, you do NOT want to open your personal data file while the Quicken program is setup for the Club's ID and the same holds true for opening the Club's data file with your personal ID.

So, that is where the dummy data file comes into play.  Lets say you are using your data file and now want to work with the Club's data file.

* Open the dummy data file using either FileOpen Quicken file or picking it from the recent file list on the File menu.
* Do EditPreferencesQuicken Id and then "login as different user" using the Club's ID.
* Open the Club's data file using either FileOpen Quicken file or picking it from the recent file list on the File menu.
* Do what ever you needed to do.

Now, when you want to work with your personal data file, follow the same procedure except substitute your personal data file and Quicken ID where you used the Club's information.

I suggest always returning the state of registration of Quicken to your personal Quicken ID and only have it in "Club mode" when it needs to be so that you don't inadvertently open your personal data file with the Club ID which would require you do do steps 1 & 2 again as 5 & 6 using personal ID.

Boatnmaniac · Answer

https://community.quicken.com/discussion/comment/20518458#Comment_20518458

If you are using Quicken Mobile or Quicken on the Web then, yes, if you both share the same Quicken ID and login she would be able to see the data those companion apps.

If you are not using Quicken Mobile or Quicken on the Web then, no, she will not be able to see any of your data because your data will be in your data file, not in hers, and it will not be accessible outside of that.

It's a personal choice about whether to share 1 Quicken ID or to have 2 unique IDs.  It boils down to your (and her) comfort levels with regard to how much privacy is desired and/or needed.

bwdon · Answer

Both  (Tom Young and Boatnmaniac) - Thanks.  This is perfect.

With respect to using one version of the Classic software (e.g., buying the Business and using it for both).  I like the idea of saving the subscription fee - who wouldn't!  … but right now, I am getting her business finances in order, and I want her to eventually (6 months?) take it over and get her to put her personal finances in it.  But if both the business and my personal are under the same ID, then wouldn't she be able to see my finances and investments based on stuff that is in the cloud under each ID and related license?  I don't want to share all that.

Given all that, I think I need to keep things under separate IDs don't I?