Can I share my quicken with my accountant and financial advisor?

TK_25

It seems that I can share my quicken only with one person. How can I share it with both of my accountant and financial advisor? Can I share it only during each meetings?

Coach Jon

Hello @TK_25,

Thanks for reaching out. You can share your Quicken Simplifi data in a Space with one additional member via Space Sharing. They will need to have their own Quicken ID and password, but will not need to have their own Quicken Simplifi Subscription. For more information on how Space Sharing works in Quicken Simplifi, here is our support article: https://support.simplifi.quicken.com/en/articles/6443103-how-to-share-your-quicken-simplifi-data#h_e675ffce1f

We do have an idea post available that you may be interested in voting for that requests the ability to share with more than one person here:

https://community.simplifimoney.com/discussion/8671/ability-to-invite-more-than-one-person-to-space-sharing-edited

I hope this information helps!

-Coach Jon