Is there a way to manage both mine and my mom's portfolio in Simplifi under my one user ID but keep them segregated somehow for reporting/retirement planning purposes?
@christinelewis77, thanks for posting your inquiry to the community!
Right now, Quicken Simplifi doesn't offer multiple spaces, so you can't have separate sets of finances under one Quicken ID. We do have an Idea post you can vote for and follow for updates, though!
For more details on how Idea posts work here in the community, please see our FAQ:
Otherwise, if you upgrade to Quicken Business & Personal, you can have up to three separate spaces. https://support.simplifi.quicken.com/en/articles/10362268-how-to-use-spaces-sharing-in-quicken-business-personal
However, you'd also get business features you likely don't need, and there is currently no way to hide them. But this is definitely an option for you! Otherwise, you may want to set up a separate subscription/Quicken ID for your mom.
You may also find this article insightful: https://support.simplifi.quicken.com/en/articles/3363727-quicken-simplifi-subscription-questions
I hope this information is helpful!
