How to Use Data Sharing in Quicken Classic on the Web

Overview

The Data Sharing feature lets you securely give a trusted family member or third party access to your Quicken data through Quicken on the Web. Shared users can sign in with their own Quicken ID and password, so you never need to share your login. This gives them safe, limited access to view and work with your synced data—perfect for spouses, partners, accountants, or anyone helping manage your finances. Data Sharing works with any Quicken data file that is synced to the cloud.

Before You Begin

Before using Data Sharing, keep these important points in mind:

• You must have cloud sync turned on for your Quicken data file. Only synced data can be shared. For steps to sync your data, click here.

• Shared users need their own Quicken ID. If they don't already have one, they'll be prompted to create one.

• You control access. You can add or remove users at any time.

• Shared access does not give shared users access to your Quicken desktop application.

• Your subscription must be active to use Data Sharing.

• Shared users only see the specific data file you choose to share, not all your Quicken files.

How to Share Your Data File

1. Sign in to Quicken on the Web.

2. Hover over the left menu, and click Profile (the letter icon at the bottom left).

3. Select Manage Sharing.

4. Hover over the data file you want to share (do not click on it).

5. Click the blue Share button.

6. Enter the details of who will share your data file with.

• First name.

• Last name.

• Email address (this must match the email they use for their Quicken ID).

7. Click Invite.

The person will receive an email telling them they’ve been granted access. They can log in using their own Quicken ID.

Important: By sharing your data, the invited member will have access to view and modify all your accounts, transactions, and other details.

Remove Shared Users

1. Sign in to Quicken on the Web.

2. Hover over the left menu, and click Profile (the letter icon at the bottom left).

3. Select Manage Sharing.

4. Click the three-dot icon next to the name of the shared user.

5. Click Manage Access.

6. Select Remove Member.

7. Click Remove to confirm.

Frequently Asked Questions

Find answers to the most frequently asked questions about this topic!

Does Data Sharing work with all my Quicken files?

It works with any specific files you choose to sync to the Quicken Cloud.

Do shared users need a paid Quicken subscription?

No. Only the owner of the data file needs an active subscription.

Can shared users change my data?

Yes, if you share your data, the invited member will be able to see and make changes to your accounts, transactions, and other details. It's a good idea to be cautious about who you invite to view your information.

Is my financial data secure?

Absolutely! Each user signs in with their own credentials, and you control access. Your password is never shared.

Can I share a data file in read-only mode?

Currently, the shared access is full read/write. If you would like to request it, here is a Product Idea requesting read-only access. Please review it and vote for it. The more people vote for an idea, the more likely it is to be added to Quicken's development plan.