Password-Protecting Your Files


An easy way to provide a basic level of security for your financial information is to set up a password in Quicken. You can set up a password for every Quicken file you create. You can also protect transactions that occur before a specific date. After you set up a password, you are prompted to enter it each time you open the Quicken file or the transaction(s) to which you assign the password. Make sure you commit your passwords to memory or keep them in a safe place.

Assign a Password to a File

Open the Quicken file you want to password-protect and click File, Passwords, File.

In the New Password field, type your password. It is best to use at least six characters, including uppercase and lowercase letters, numbers, and special characters.

In the Confirm Password field, type the password again.

Click OK.

IMPORTANT It is good practice to change your password every three months or so. To change your password, click File, Passwords, File. Type the old password, the new password, and confirm the new password by typing it again. Then click OK.

For Your Information

Passwords are case sensitive.

When you create your password, you can use both uppercase and lowercase letters. When you are prompted to enter your password, remember to type it using the proper case. For example, if you decide your password is going to be "MyPassword03," you would need to type it exactly the way you see it here. For example, "mypassword03" is not the same password as "MyPassword03."


Assign a Password to Transactions

Click File, Passwords, Transaction.

IMPORTANT It is a good idea to protect transactions that you have reconciled or those you intend to archive to ensure that they cannot be changed.

In the Password field, type your password. It is best to use at least six characters, including uppercase letters, lowercase letters, numbers, and special characters.

In the Confirm Password field, type the password again.

In the Required For Dates Through field, type (or select from the calendar) the date through which you want all transactions to be password-protected. You can set this date as far in the future as you want.

Click OK.

Did You Know?

You can remove a password. To remove a password completely for either a file or a transaction, click File, Passwords, and select either File or Transaction. The Quicken File Password or Change Transaction Password dialog box opens (depending on whether you are removing a transaction or file password). In Old Password, type the existing password, leave both the New Password and Confirm Password text boxes blank, and click OK.





Quicken 2007 On Demand
Quicken 2007 On Demand
ISBN: 0789736381
EAN: 2147483647
Year: N/A
Pages: 138
Authors: Gina Carrillo

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