Create a second file with different financial institutions (Q Mac)

whitepd47
whitepd47 Quicken Mac Subscription Member ✭✭
edited February 2024 in Download, Add/Update Accounts (Mac)

Mac Premier, 7.4.2

I have used Quicken for years. While I keep all transactions current and categorized, my wife does not with her credit union accounts. I have deleted her CU accounts from my main file/account (not sure of the proper word/term).

I would like to creat a second file/account for just her CU accounts. I'd have 2 accounts/files: the master file with everything but her accounts, and a second file with only her accounts.

If this is doable, how do I set it up?

Thank you

Best Answer

  • RalphC
    RalphC Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓

    Pull down the File menu and select New Quicken File… . This will create a separate data file for your wife's accounts.

Answers

  • RalphC
    RalphC Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓

    Pull down the File menu and select New Quicken File… . This will create a separate data file for your wife's accounts.

  • whitepd47
    whitepd47 Quicken Mac Subscription Member ✭✭

    Rick- thank you

This discussion has been closed.

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