How do I put my wife's and my quicken accounts on one computer? (2024)

FAQs

How do I put my wife's and my quicken accounts on one computer? ›

You could use 2 Q data files on one computer (backup on her computer and restore to yours) OR, you could add the accounts of one of you to the file of the other ... and just keep those sets of accounts unique to the individual.

But if you're doing record-keeping for a different entity, such as a parent, child, non-profit association, etc., you want to have two separate data files, each with their own accounts, payees, reports, etc. You can have as many separate Quicken data files as you wish, and there is no interaction between them.

How many people can use my subscription? Quicken is currently designed for one user. As a member, you can create as many data files as you need, and sync multiple data files to your mobile device, or to Quicken on the Web, with your Quicken ID.

Figuring out how to get there with Quicken

No matter how you decide to handle your finances, says Schmith, “Ultimately you need to be in it together.” Fortunately, both Quicken Simplifi and Quicken Classic make it easy to manage your money as a couple no matter how you decide to split things up.

One method for transferring the data file between the two computers is to backup your data file and then save that backup to a Cloud storage site such as Dropbox or OneDrive. Then you can download that backup data file to your hard drive on the other computer and restore it using Quicken.

In most cases, you'll want to add all your accounts in the same Quicken data file, so that you can track your overall financial situation. You can add up to 512 accounts per account type. To add accounts (such as checking, savings, and credit cards): At the top of the Account Bar, click the + (plus sign) button.

With Space Sharing, you can give full access to your data with one additional member, with just an invite, without having to share your login credentials. All the other individual needs to do is create a Quicken ID and accept your invite!

With the Subscription Release of Quicken, there is no limit on how many computers Quicken can be installed on! You simply need to make sure to sign in with the same Quicken ID on each computer. Your Quicken membership is linked to your Quicken ID.

Best Answer

Drag and drop them to the new account in the sidebar, effectively merging both accounts into the new one. The old account will then be empty and you can delete it. Check the new account for duplicate transactions that may have been imported twice. The new account should continue to receive new imports.

Quicken has been trusted for over 40 years by 20+ million customers.

Do I have to link my accounts to Quicken? ›

To use Quicken you must start by adding your financial accounts. It's easy to add the accounts you want to track in Quicken. The more accounts you add the more closely Quicken reflects your true financial situation, which can assist you in short- and long-term financial planning.

In Quicken Simplifi, go to Settings > Spaces and Sharing, and click Invite Member. That will send an email to the person you invite, so they can create their own log-in and password. It's that easy! You need to use the web version to send out invitations and manage user access.

When you sync, you transfer your Quicken data to and from your mobile devices. Data moves in both directions—between your desktop and mobile device. Anywhere you have new data, Quicken figures out which device needs that data, and moves it where it needs to be.

You can enable sync for Mobile & Web (Edit>Preferences>Mobile & Web, then turn sync on and click the link to choose which accounts you want to sync), then use Quicken on the Web to view and edit that file from a different computer.

Quicken is designed for personal finance while QuickBooks is geared toward small businesses. Both programs can track income and expenses, create budgets and generate reports. However, there are some key differences between the two. Quicken is less expensive and easier to use than QuickBooks.

To hide or separate an account

In the main menu, select Hide and Show Accounts under the Accounts menu. Select Tools menu > Manage Hidden Accounts.

Can I install Quicken on more than one computer? Yes, you can. You can install Quicken on multiple computers, as per our End User License Agreement.

Some people have more than one small business. Quicken can handle many small businesses. You just have to add them.

In most cases, you'll want to add all your accounts in the same Quicken data file, so that you can track all your finances in one place. Click the Add Account icon on the top right of the Account Bar. Click a Spending & Saving account type, such as Checking, Savings, or Credit Card. Follow the on-screen instructions.