Need to change data owner due to death

RubyRed2025
RubyRed2025 Quicken Windows Subscription Member
in Signing in, Passwords, and Activation (Windows)

My parent was the owner of multiple family member Quicken data files, including mine. It’s time to renew the subscription, and I just want to make sure if I switch ownership of the data files to my Quicken ID, that’s all I need to do. That is, do I need to relink any accounts for download? Thanks!

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    edited 7:13PM

    I'm sorry for your loss.

    The Quicken ID is the "link" to the "Quicken Cloud dataset" which is in turn the link to all online services other than Direct Connect accounts. So, if you change Quicken ID, you will need reconnect all those online services.

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    http://www.quicknperlwiz.com/

  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭

    Sorry for your loss. I am not sure I agree with @Chris_QPW ’s assessment.

    If you are able to login with your parent’s Quicken ID, I would do so and save whatever info I could. For example, QIF export of all transactions, exports to tab delimited text of reminders, category lists, account lists, and any critical saved reports.

    Then I would try switching ownership to your Quicken ID.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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