Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
Accessing Quicken without linking to banks and credit cards
sjkemp62
Member ✭
I upgraded to Quicken rather than other products because I thought it offered a way for me to store data on my laptop, but access it online from another computer. Everything I try seems to start with me having to link to bank accounts and credit cards. Well, I don't want to download transactions or link to these accounts. Mostly, I just want my wife to be able to access Quicken from her computer and be able to see what I have on my laptop (but I also want to be able to access Quicken from my computer without having to login online). How can I give her online access with a minimum of exposure of our data?
0
Best Answer
-
Frankx
SuperUser ✭✭✭✭✭
Hi @sjkemp62,
On your first comment sjkemp62 said:
Quicken 2020 does this - this is what is referred to as "Quicken on the Web" and a summary of that feature is located here. There are limitations on what you can access and do with Quicken on the Web, but from your description it may meet all our needs.I upgraded to Quicken rather than other products because I thought it offered a way for me to store data on my laptop, but access it online from another computer.
On the question about "having to link to bank accounts and credit cards" - that is entirely optional, and since you don't want to download transactions from those accounts, you should be good to go.
Let me know if you have any followup questions.
Frankx
Quicken H&B-Subscription - Ver. R29.20 - Build 27.1.29.20 - Windows 10 Home - Ver. 2004
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5
This discussion has been closed.
Answers
On your first comment sjkemp62 said: Quicken 2020 does this - this is what is referred to as "Quicken on the Web" and a summary of that feature is located here. There are limitations on what you can access and do with Quicken on the Web, but from your description it may meet all our needs.
On the question about "having to link to bank accounts and credit cards" - that is entirely optional, and since you don't want to download transactions from those accounts, you should be good to go.
Let me know if you have any followup questions.
Frankx
Quicken H&B-Subscription - Ver. R29.20 - Build 27.1.29.20 - Windows 10 Home - Ver. 2004- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -
Mac: https://www.quicken.com/support/setting-accounts-quicken-mac
You can select and tag specific Quicken Accounts within your Quicken desktop program that will be uploaded and shared to your Quicken Cloud -