Accessing Quicken without linking to banks and credit cards
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sjkemp62
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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?
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Best Answer
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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.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5
Answers
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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.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5 -
As @Frankx stated, you don't have to connect your bank to your Quicken data for downloading transactions, if you don't want to or can't, for some reason.Please review this article for more details on how to add a Manual account to Quicken:Windows: https://www.quicken.com/support/adding-accounts-quicken
Mac: https://www.quicken.com/support/setting-accounts-quicken-mac
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Just some other comments and clarifications -First... you can't really "access" your Quicken computer files from other computers without some "remote access' software.... this is not what Quicken is doing -
You can select and tag specific Quicken Accounts within your Quicken desktop program that will be uploaded and shared to your Quicken Cloud -From there - you can access these shadow accounts from either any browser or the Quicken Mobile App -Bottom line - you have to setup things on your Quicken desktop program ---> share to the Quicken Cloud ---> access Quicken Cloud data from either a browser or the mobile App
QWin - R54.16 - Win10
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