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Posted by Don Burnette on March 24, 2007, 7:44 am
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Ok, I know this is probably a very simple thing, just want to make sure I do
it right.
I have been charged now, with handling all finances for someone else. I want
to create a new Quicken account, to track her finances, to include
downloaded account info from the bank into Quicken, her IRA, etc..
Of course, I want to keep all that financial information out of my own that
already exists, and completely separate.
Is the best way to do this, simply to click on file- New - and then, " New
Quicken File" ( not new quicken account) ? I don't want any of her info
included in any of my reports for financial information, and vice-versa of
course...
Thanks for any tips,
--
Don
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Posted by Han on March 24, 2007, 8:14 am
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> Ok, I know this is probably a very simple thing, just want to make
> sure I do it right.
>
> I have been charged now, with handling all finances for someone else.
> I want to create a new Quicken account, to track her finances, to
> include downloaded account info from the bank into Quicken, her IRA,
> etc.. Of course, I want to keep all that financial information out of
> my own that already exists, and completely separate.
>
> Is the best way to do this, simply to click on file- New - and then, "
> New Quicken File" ( not new quicken account) ? I don't want any of
> her info included in any of my reports for financial information, and
> vice-versa of course...
>
>
> Thanks for any tips,
>
That's how I have always done it.
Hint: The shortcut to Quicken.exe opens the last opened file, which is not
necessarily the one you want that time.
Therefore, for each of your filesets, make a shortcut that points to the
qdf file of the set. Then (double) clicking one of those shortcuts will
open the respective file.
Hope this is clear. Make sure your backups are good, and keep one copy of
the premises.
--
Best regards
Han
email address is invalid
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Posted by Don Burnette on March 24, 2007, 9:02 am
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>
>> Ok, I know this is probably a very simple thing, just want to make
>> sure I do it right.
>>
>> I have been charged now, with handling all finances for someone else.
>> I want to create a new Quicken account, to track her finances, to
>> include downloaded account info from the bank into Quicken, her IRA,
>> etc.. Of course, I want to keep all that financial information out of
>> my own that already exists, and completely separate.
>>
>> Is the best way to do this, simply to click on file- New - and then, "
>> New Quicken File" ( not new quicken account) ? I don't want any of
>> her info included in any of my reports for financial information, and
>> vice-versa of course...
>>
>>
>> Thanks for any tips,
>>
> That's how I have always done it.
> Hint: The shortcut to Quicken.exe opens the last opened file, which is
> not
> necessarily the one you want that time.
>
> Therefore, for each of your filesets, make a shortcut that points to the
> qdf file of the set. Then (double) clicking one of those shortcuts will
> open the respective file.
>
> Hope this is clear. Make sure your backups are good, and keep one copy of
> the premises.
> --
Sounds good, I will do so.
Thanks for the info Hans, very much appreciate the help!
--
Don
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Posted by Martin K on March 24, 2007, 5:22 pm
Please log in for more thread options Don Burnette wrote:
> Ok, I know this is probably a very simple thing, just want to make sure I do
> it right.
>
> I have been charged now, with handling all finances for someone else. I want
> to create a new Quicken account, to track her finances, to include
> downloaded account info from the bank into Quicken, her IRA, etc..
> Of course, I want to keep all that financial information out of my own that
> already exists, and completely separate.
>
> Is the best way to do this, simply to click on file- New - and then, " New
> Quicken File" ( not new quicken account) ? I don't want any of her info
> included in any of my reports for financial information, and vice-versa of
> course...
>
>
> Thanks for any tips,
>
>
>
>
>
I would also suggest that you store the account files in different
directories. Quicken keeps a list of the last 4 files accessed so you
can easily switch between them from within Quicken.
The same goes for the backup files. Back them up to different
directories so they will be easy to identify. Even though the file names
for all the files (of one account) take the same name as the main data
file, keeping them in different directories will make file management
easier. The same goes for the backups.
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Posted by Don Burnette on March 25, 2007, 9:00 am
Please log in for more thread options
> Don Burnette wrote:
>> Ok, I know this is probably a very simple thing, just want to make sure I
>> do it right.
>>
>> I have been charged now, with handling all finances for someone else. I
>> want to create a new Quicken account, to track her finances, to include
>> downloaded account info from the bank into Quicken, her IRA, etc..
>> Of course, I want to keep all that financial information out of my own
>> that already exists, and completely separate.
>>
>> Is the best way to do this, simply to click on file- New - and then, "
>> New Quicken File" ( not new quicken account) ? I don't want any of her
>> info included in any of my reports for financial information, and
>> vice-versa of course...
>>
>>
>> Thanks for any tips,
>>
>>
>>
>>
>>
> I would also suggest that you store the account files in different
> directories. Quicken keeps a list of the last 4 files accessed so you can
> easily switch between them from within Quicken.
>
> The same goes for the backup files. Back them up to different directories
> so they will be easy to identify. Even though the file names
> for all the files (of one account) take the same name as the main data
> file, keeping them in different directories will make file management
> easier. The same goes for the backups.
Sounds like good advice, thanks Martin.
--
Don
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