Client Financial Information for Quicken

[Anonymous]

Hi All –
I am new to the community. For the managers that use Quicken, would you be able to share your logistics regarding client account setup and maintenance in Quicken? Are your clients providing their financial account credentials? If so, are they required to sign an agreement regarding sharing their info?

[Anonymous]

I use their credentials, with their written permission, to access their accounts and set up and update Quicken. Each client has their own file. They then get reports monthly.

[Anonymous]

Thanks for your response. Do you have an example of the written permission that you receive?

[Anonymous]

Hello Everyone:

I am new to the community and I was wondering how you all create a different file for each client within Quicken. I am a little fuzzy on the logistics.

Any suggestions would be greatly appreciated.

Thanks,

Shannon

[Anonymous]

Use File/New Quicken File… to create a new file.
Each file will be associated with your Quicken ID.

[Author]

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