New seperate account in Quicken Deluxe 2007?

Question

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,

Han · Accepted Answer

"Don Burnette"  wrote innews:N_SdnWOgqsK9kpjbnZ2dnUVZ        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.

Don Burnette · Answer

Sounds good, I will do so.Thanks for the info Hans, very much appreciate the help!

Martin K · Answer

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.

Don Burnette · Answer

Sounds like good advice, thanks Martin.

New seperate account in Quicken Deluxe 2007?

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