Multiple Profiles

Stevefxp

Hello all,

Is there a way of creating two profiles, one for me and one for my wife? I would like my wife's profile to be one that is focused on bill paying and the reminders that go along with this. I want her to feel confident that she is in control of the bills. If yes can I connect this to our online bill pay portion of our joint checking account?

Thanks,

Steve

Coach Jon

Hello @Stevefxp,

Thanks for reaching out! You can share your financial data with another individual, such as a significant other or a financial advisor, using the Space Sharing feature in Quicken Simplifi. With Space Sharing, you can share full access to your data with one additional member with just an invite, without having to share your login credentials. All the other individual needs to do is create a Quicken ID and accept your invite!

This support article goes into more detail on how this feature works and how to use it: https://support.simplifi.quicken.com/en/articles/6443103-how-to-share-your-quicken-simplifi-data#h_e675ffce1f

-Coach Jon

Flopbot

@Stevefxp ,

To be clear, you will end up paying for two separate Simplifi accounts [not accurate with Space Sharing]. I have one for our family and another for a parent and it works great in that situation. My wife and I just share the same U/P. The account for the parent has a completely different U/P.