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With this setup you would be better off being the "keeper" of the joint
account in your quicken file. Download the transactions when you download
your personal account, put all of hers into "uncategorized" for new
payees, print off a report and have her tell you what the transactions are
for so that you can update the file. This might just be the simplest
solution.
account in your quicken file. Download the transactions when you download
your personal account, put all of hers into "uncategorized" for new
payees, print off a report and have her tell you what the transactions are
for so that you can update the file. This might just be the simplest
solution.
I said in an earlier message that I had an idea percolating in my head.
Well, I think it's finally fully brewed, but I'm not sure if it's not still
half-baked.
As a warning, I should say in advance that this basically is an idea IN
THEORY. Since I don't have separate installations of Quicken with which to
try this out, I have no idea what the complications might be. I'm sure there
are a lot of people on this list who will be able to simply read my
description here and foresee problems, figure out if this will work, etc.
In the long run, I think you will find that if my idea is workable, it's a
fairly simple solution.
OK, only one of the two of you can download from the shared accounts because
only one of you has the userID/password and does not want to share that with
the other.
So.... the person with the user ID/password downloads the transactions and
then -- and here's the beauty part -- exports the account to a QIF file. If
the two computers are networked, the QIF file can be on a drive accessible
by both computers. If they are not networked, then there's good old
sneakernet. If the file can fit on a floppy (assuming both computers have
floppy drives) then put the qif file on a floppy. Or burn it to a CD. Or
store it on a USB flashdrive. Or email it from one user to the other. Or put
it on a Zip disk if both machines are appropriately equipped.
The person with the other computer opens Quicken and imports the QIF file.
This could become time-consuming because my guess is each export will be an
export of ALL transactions. I don't know if you can limit your export to a
time period. I don't think you can.
Maybe you and GF can set up a schedule where you will go through this
process every week (rather than every day) to put your two versions of
Quicken in synch for those two accounts. It's time-consuming, but it may be
the only reliable way to do what you're trying to do.
Anyone see any problems with this idea?
Before I realized the file could be exported to QIF, I was thinking about
exporting the transactions as Exel or delimited files which the other user
could then import. But I'm not sure if single accounts can be exported to
Excel, can they? If they can, the advantage to this is that once in Excel,
older transactions that have already been entered into the other account can
be deleted from the Excel file before they are imported into the other
person's Quicken.