Sharing Your Finances with Partners, Family, or Accountants

Overview

Sharing your finances lets you invite a partner, family member, or accountant to securely access your financial data without sharing your login. This is done by adding them to your Financial Space, giving each person their own Quicken ID while working from the same financial picture.

This makes it easy to collaborate on budgeting, tax prep, or business finances—without exporting files or sending screenshots back and forth.

Sharing does not create a copy of your data. Everyone works from the same live financial information.

Who Should Use Sharing?

Sharing keeps everyone working from the same, up-to-date financial information.

Sharing is especially helpful for:

Partners & Families

• Track budgets, spending, and net worth together

• Coordinate savings goals

• Manage household finances as a team

Accountants & Advisors

• Review transactions directly

• Prepare tax reports

• Provide better financial planning and advice

Small Business Owners

• Let a bookkeeper or finance manager manage invoices, payments, and reconciliation

Without sharing, collaboration usually means duplicated work, outdated files, and confusion about what’s current.

How Sharing Works

When you share your financial space, you’re granting permission-based access to your financial data.

Each person:

• Gets their own Quicken login

• Sees the same accounts, transactions, and reports

• Works inside your shared financial space, not a copy

You stay in control:

• You decide who has access

• You can limit what they can do

• You can remove access at any time

Examples

Couple budgeting together
Both partners log into the same financial space to track spending, bills, and savings goals.

Tax preparation
You invite your accountant so they can view transactions and generate tax reports without sending files.

Business bookkeeping
A business owner shares access with a bookkeeper to manage invoices and apply payments in real time.

How to Share

You can invite someone to your financial space in just a few steps:

1. Go to Settings in the left menu

2. Select Spaces & Sharing

3. Choose +Invite for the Financial Space you want to share

4. Enter their email address

5. They will receive an invite to create their own Quicken ID (no extra subscription required)

Once accepted, they can access your shared finances through the web or mobile app.

Guidelines for Sharing Safely

• Only invite people you trust

• Use sharing instead of giving out your password

• Remove access when someone no longer needs it

• Review who has access periodically

• Give access only to those who need it

Sharing is designed to make collaboration easier and safer—not to reduce your control.

The Bottom Line

Sharing lets multiple people work from the same accurate financial picture while keeping your account secure. Whether you’re managing money with a partner or working with a professional, shared access eliminates guesswork, reduces errors, and keeps everyone aligned.