Use Quicken for my club finances on a separate file

gagafix
gagafix Quicken Windows Subscription Member
edited November 22 in All Things Canadian (Windows)

I am the new treasurer for a club. I'd like to handle its finances on my Quicken, but use a separate file so that I can share data without the chance of disclosing any of my personal financial information.

Is it possible to just create a new file in Quicken to accomplish this?

Best Answer

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

    Yes, you can create as many data files as you like. Open Quicken, go to the File menu and select "New Quicken File".

    - Q Win Deluxe user since 2010, US Subscription
    - I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr

Answers

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

    Yes, you can create as many data files as you like. Open Quicken, go to the File menu and select "New Quicken File".

    - Q Win Deluxe user since 2010, US Subscription
    - I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr

  • gagafix
    gagafix Quicken Windows Subscription Member

    Thank you!

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @gagafix Most, if not all, of the Superusers have multiple Q data files that they use. There's the "production" file and customarily a "test" file (or maybe several).

    Additionally, I'm also a club treasurer and I do exactly as @BK advised.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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