How to Share Your Quicken Data
Quick Review
What is Space Sharing? A feature that lets you share full access to your financial data with one additional person without sharing your login credentials.
Why use it? Perfect for couples managing finances together or working with a financial advisor while maintaining separate, secure logins.
How to access:
Web:
Hover over the left panel
Select Settings
Select Spaces & sharing
Mobile: Limited functionality (can switch between shared spaces if you have an active subscription)
Overview
You can now share your financial data with another individual, such as a significant other or a financial advisor, using Space Sharing! 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, which can be done for free, and accept your invite!
When Ashley started consulting, their partner wanted to help track business expenses and monitor their joint financial goals. Space Sharing solved this perfectly, allowing both to access the same data while maintaining their own secure logins.
Important Limitations
Before setting up Space Sharing, be aware:
Limited access options: Currently only full access is available. You cannot share specific accounts or features only.
Web-first feature: Invitees must accept invitations and access most features through the Web App
Mobile limitations: If invitees try to sign in on Mobile first, they'll be prompted to sign up for a subscription
One member limit: You can only share with one additional person at a time
How to Invite a Member
You can share your Quicken Simplifi data with one additional member, who will need their own Quicken ID but not their own subscription.
Steps to invite:
Hover over the panel on the left-hand side and select Settings
Select Spaces & sharing
Locate your Financial Space and click the three dots to the upper right
Select Invite member
Enter the member's First Name, Last Name, and Email
If they have a Quicken ID, use their existing email
If not, they'll create one with the email you enter
Click Invite
What happens next:
You receive a confirmation email
The invitee receives an invitation email
They must select Accept Invitation from the email
Once accepted, they can sign in using their own Quicken ID and password
Ashley's tip: "We initially had trouble because my partner tried to open the invite on their phone. Make sure they open it in a web browser to avoid subscription prompts!"
Managing Your Space
Customize your Space name and location:
Select the three dots to the upper right of your Space
Click Update this space
Change the Name (e.g., "Ashley & Partner's Finances")
Update the Zip Code if needed
Click Update
Remove a member:
Select the three dots to the upper right of your Space
Click Manage members
Select the three dots next to the member's name
Click Remove, then Continue to confirm
Note: Removed members receive an email notification about their removal.
Switching Between Spaces
If you have your own Simplifi subscription and someone shares their Space with you, you can switch between them:
On Web:
Go to Settings > Spaces & sharing
Find the Space you want to view
Click the three dots and select Switch to this space
On Mobile (limited):
If you have an active subscription, you can switch spaces from the Profile menu (person icon at upper right of Dashboard).
Leave a shared Space:
Select the three dots next to the shared Space
Click Leave this space
Ashley's Space Sharing Experience
The Setup
Ashley shares their Simplifi Space with their partner to manage both personal and business finances together. Their partner doesn't need their own subscription but has full visibility into all accounts.
What Works Well
Morning routine: Partner checks Spending Plan while Ashley reviews business accounts
Bill coordination: Both can see upcoming bills and who paid what
Goal tracking: Joint monitoring of the car savings goal keeps them motivated
Tax prep: Partner helps categorize business expenses throughout the year
Challenges Encountered
Initial setup confusion: Partner tried accepting invite on mobile (use web browser!)
No partial access: Would prefer sharing only joint accounts, not business ones
Learning curve: Partner needed time to understand Simplifi's interface
Best Practices from Ashley
Set ground rules: Discuss who updates what to avoid conflicts
Regular check-ins: Weekly finance dates to review together
Respect boundaries: Even with full access, agree on what's okay to modify
Use comments: Add notes to transactions for clarity
Common Questions
"Can I share with multiple people?"
No, currently limited to one additional member. Ashley wishes they could add their accountant too.
"What if we break up or need to stop sharing?"
The owner can remove access anytime. The removed member gets notified and loses access immediately.
"Can we both edit transactions?"
Yes, both users have full access to view and edit everything. Changes sync in real-time.
"Does the invited member need to pay?"
No, only the Space owner needs an active subscription. The invited member accesses for free.
Security Considerations
Each person maintains their own login credentials
No need to share passwords
Individual login tracking for security
Either party can end sharing at any time
All changes are tracked by user
The Bottom Line
Space Sharing transforms Quicken Simplifi from a personal finance tool into a collaborative platform. For Ashley and their partner, it means both staying informed about their financial picture without the security risks of password sharing.
While the current all-or-nothing access isn't perfect, it's a significant improvement over sharing login credentials. The feature works best when both users communicate openly about their financial goals and respect each other's financial autonomy.
Hint: Before inviting someone to your Space, have a conversation about financial boundaries and expectations. Ashley and their partner established "look but don't touch" rules for certain accounts and agreed to discuss any changes to recurring transactions before making them. This prevents confusion and maintains trust while sharing financial data.