I'd like to add my daughter with her own account. Is there a cost savings adding through mine?

Question

I'd like to add my daughter with her own Quicken account. Is there a cost savings adding through mine? I do want her to have her own bank connections and login separate from mine.

Coach Aldair · Accepted Answer

Hi @CaliM,

If you want your daughter to have her own separate Quicken Simplifi account, with her own bank connections and her own financial data completely separate from yours, she would need her own Quicken Simplifi subscription. Quicken Simplifi accounts are separate, so there isn't currently a way to combine two independent accounts under one subscription.

There is a Spaces & Sharing option that allows you to invite another person to your Quicken Simplifi space. The invited member gets their own Quicken ID and does not need their own Quicken Simplifi subscription, but they would be accessing your shared financial data rather than having a completely separate Simplifi account.

I'll like to share our Spaces and Sharing article, which explains the features and options available.

https://support.simplifi.quicken.com/en/articles/6443103-how-to-use-spaces-sharing-in-quicken-simplifi

So, based on what you're looking for—separate login, separate bank connections, and separate finances—your daughter would need her own Quicken Simplifi subscription.

I hope that helps clarify the options! 😺

CaliM · Accepted Answer

Thank you. Totally makes sense.