Backing up data files

Backing up your data files in Quicken is essential to protect your financial information from data loss. Whether you prefer to back up your files manually or have Quicken handle it automatically, the process is straightforward. Here's how to manage manual and automatic backups and restore data from a backup if needed.

Backing Up Data Files Manually

To manually save a backup of your data file to a local drive:

1. In Quicken, navigate to File → Save a Backup.
2. Choose the location where you want to store the backup copy of your data file, then select Save.
3. Quicken will copy the file to the chosen backup location with a file extension of .quickenbackup.

Backing Up Data Files Automatically

Automatic backup is enabled by default and saves a copy every time the application is closed, retaining the five newest files. To manage automatic backups, go to File → Backup Settings. From Settings, you can do the following:

• • Choose whether or not to Automatically create a local backup.
  • Choose whether or not to Ask before backing up. 
  • Change the number of backup files stored by adjusting the menu after Keep.
  • Change the default backup location by clicking Backup Folder.

Close the Quicken Settings window to save your changes.

Restoring a Backup

If you need to restore your data from a backup:

1. From the Quicken menu, select File > View/Restore Backups.
2. Choose the data file you want to restore and click Choose.
3. A confirmation window will appear; confirm the file selection and click Restore this File.
4. Select the location on your drive where the data file will be restored, then click Save.