How to Put Quicken on a Server
Quicken is one of the leading personal finance software solutions in the world. It allows you manage your finances by using a register, online bill pay, investment management and many other services and features. A lot of households tilize more than one computer and have some form of networking set up. The ability to access Quicken data on the server, regardless of which computer you are using makes managing your finances even more efficient.
Other People Are Reading
Instructions
-
-
1
Install Quicken on the computer you are using as the server. Write down the path and name of your data file that is on this computer.
-
2
Right click your mouse on the Windows start icon in the lower left hand corner of the screen. Select explore and browse until you locate the data file on the server. Right click the data file and select share, select change sharing permissions. Make sure everyone who will be accessing the file has the word co-owner or owner listed out from their name in the drop-down box.
-
-
3
Install Quicken on each additional computer you are going to use. The software will take you through each step, when it asks for the location of the data specify the path that you wrote down
-
4
Open Quicken on a computer that you are using to access Quicken on the server. Next locate the Quicken data file on the server.
-
5
Click "File open" and browse to the directory that has the Quicken data file on the server, select the Quicken data file and select open. You should now be able to access your Quicken data and write new changes.
-
1
Tips & Warnings
Make sure you write down the correct location of the data file. If your network is wireless, make certain you are using a WEP key, which encrypts your data and makes you provide a password before connecting. If it is possible to access your server through a wired connection vs. a wireless connection, go with the wired connection. Although wireless connectivity has come a long way over the past several years, there is still a possibility of losing connectivity and possibly corrupting your data file. Always back up your data file, as this is important with all data but ever more so with financial data.
One caveat is that Intuit, the maker of Quicken, does not recommend the use of Quicken over a network due to the different designs of networks and their configurations. Intuit also warns that it may not be able to offer technical assistance for any problems resulting from the use of Quicken on a network. Finally, the use of data files over a network increases the chances of data corruption since Quicken saves the data incrementally as it is entered. A less convenient but more reliable option may be to save the data file on a flash drive that you move from system to system. Quicken can be run over a network; it just isn't recommended.
