Can two quicken users share/download joint bank accounts?

richuser155
richuser155 Quicken Windows Subscription Member ✭✭
edited June 2022 in Download, Add/Update Accounts (Windows)
We want two separate Quicken files but still want to be able for each of them to download transactions and send payments from the same joint banking account. Can we do this and any special needs/problems.

Best Answer

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    You can have two separate Quicken files and be able for each of them to download transactions and send payments from the same joint banking account.  You just need to be certain they are distinct Quicken files by creating the additional Quicken files using File > New Quicken File... or File > Copy or Backup File... and choosing Create a copy or template.

Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    You can have two separate Quicken files and be able for each of them to download transactions and send payments from the same joint banking account.  You just need to be certain they are distinct Quicken files by creating the additional Quicken files using File > New Quicken File... or File > Copy or Backup File... and choosing Create a copy or template.
  • richuser155
    richuser155 Quicken Windows Subscription Member ✭✭
    Thank you
  • [Deleted User]
    [Deleted User] ✭✭
    edited May 2022
    @sherlock would that require different bank login credentials for each file?  Since it is a joint account I am assuming there are multiple logins at the bank?
  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    Damian said:
    @sherlock would that require different bank login credentials for each file?  Since it is a joint account I am assuming there are multiple logins at the bank?
    It does not require different bank login credentials for each file.
  • thecreator
    thecreator Quicken Windows Subscription SuperUser ✭✭✭✭✭
    richuser155 said:
    We want two separate Quicken files but still want to be able for each of them to download transactions and send payments from the same joint banking account. Can we do this and any special needs/problems.


    As long as you create two separate Quicken Data Files, instead of creating one and copying it to your other installation. And if you are using it in the same household, you can use the same Quicken User ID and password between both Quicken Data Files, not mentioned above.

    https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files

    thecreator - User of Quicken Subscription R53.16 USA

    Windows 10 Pro 32-Bit Build 19045.3693
    Windows 10 Pro 64-Bit Build 19045.3754



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