Entity sharing lets you give someone access to specific entities in your Quicken file instead of sharing your entire file. You manage sharing directly in Quicken from the Sharing subtab in the Family Enterprise tab. You can also manage sharing through Quicken on the Web.
Before you start
Entity sharing is available only with Quicken Family Enterprise. You must already have entities set up and Quicken Cloud Sync turned on before you can share.
Set up entities
You must create entities in Quicken before they can be shared. If you don't have entities yet, see Managing Entities and Accounts.
Turn on Quicken Cloud Sync
Invitees access shared data through Quicken on the Web, which requires cloud sync. In Quicken, open your Quicken Cloud Profile and confirm that cloud sync is on.
Enable the right accounts for sync
Make sure all relevant accounts are enabled for cloud sync. If you don't see an account you expect, select Show separate accounts, then update your account selections.
Share entities from Quicken
You can invite someone to access your entities directly from the Sharing subtab in the Family Enterprise tab.
View existing invitations
The Sharing subtab displays a table of your current invitations. Each row shows the invitee's name, email address, invitation status, access rights, and last access date. An Actions column lets you manage each invitee. A counter at the top of the table shows how many of your 10 available shares are in use.
Send an invitation
-
In Quicken, go to the Family Enterprise tab.
-
Select the Sharing subtab.
-
Select + Share to open the Share finances dialog.
-
Enter the invitee's first name, last name, and email address.
-
Select a sharing mode:
-
Grant full access to your entire cloud account — gives the invitee access to your full file, not limited to specific entities.
-
Share custom access (specific entities only) — lets you set per-entity permissions. For each entity, choose None, View-Only, or View & Edit. Some entity types may show NA for View & Edit.
-
-
Select Invite to send the invitation.
Invitations are sent by email. If the invitee doesn't have a Quicken ID, they must create one before they can accept.
Invitation statuses
The status column in the invitations table reflects where each invitation stands.
-
Active — the invitee has accepted the invitation.
-
Pending — the invitation has been sent but not yet accepted.
-
Expired — the invitation was not accepted within 24 hours.
Manage existing invitations
From the Actions column in the invitations table, you can update or remove access for any invitee.
-
Change — edit the permission settings for an existing invitee.
-
Remove — revoke the invitee's access.
To fetch the latest changes to the invitations table, select the ... (three-dot menu) next to + Share and choose Refresh.
Share entities from Quicken on the Web
You can also manage sharing from Quicken on the Web. This path covers the same sharing functionality as the in-product experience.
Send an invitation
-
In Quicken on the Web, open the Profile menu.
-
Select Manage Sharing.
-
Find the file you want to share, then select Share.
-
Enter the person's name and email address.
-
For each entity, choose an access level: None, View-only, or View & edit.
-
Send the invitation.
Update permissions
-
In Quicken on the Web, open the Profile menu.
-
Under My Cloud Accounts, locate the file you want to manage.
-
Select Manage Access.
-
View current shared users and update permission levels.
When you change permissions, the invitee sees the updated access after the page refreshes. They may need to sign out and sign back in.
Revoke access
-
In Quicken on the Web, open the Profile menu.
-
Go to Manage Sharing or My Cloud Accounts > Manage Access.
-
Select Remove member for the person you want to remove.
What invitees see and can do
After an invitee accepts the invitation, they sign in using their Quicken ID and access shared data through Quicken on the Web. No Quicken installation or Quicken subscription is required.
What invitees can access
The Entities dropdown shows only the entities the invitee can access. Entities set to None don't appear.
What invitees can change
Invitees with View-only access can't edit data. Invitees with View & edit access can make changes that sync back to the file owner.
How sync works
Changes made in Quicken require a cloud sync to appear on Quicken on the Web. Changes made on the web automatically update web views and are received in Quicken the next time you run a cloud sync. If an invitee has View & edit access, their edits follow the same sync behavior.
Invitation limits
You can send a maximum of 10 invitations total. This limit applies across both entity sharing and full account sharing.
Platform limitations
Quicken mobile doesn't support entities or entity sharing. If an invitee tries to access entity-shared data in the mobile app, they're redirected to the web. They can still access any non-entity-shared cloud accounts in the mobile app.