Online Backup

Quicken's online backup is the easiest & most secure way to back up your Quicken data files online. While we encourage you to continue making local backups, this additional storage location helps prevent data loss in situations such as a missing/inoperable computer or other data loss situations.

Online backup features

Using online backups adds another layer of protection when using Quicken. It provides the following benefits.

• Security: Backups are encrypted, helping to keep your data secure.

• Accessibility: Quicken's online backup is the easiest and most secure way to back up your Quicken data files online. It allows you to access them from any Windows computer with the current Quicken Classic installed when using your account.

• Convenience: The option to automatically back up your data when you quit Quicken ensures your latest information is always saved.

• Control: The settings allow you to receive reminders if you haven't backed up in a while, ensuring regular backup maintenance.

Number of files

You can store up to ten backups for each of your Quicken files. After ten, saving a new file will delete the oldest unlocked file. You can lock a file to prevent it from being deleted. Simply go to File menu → View/Restore Backups, click the leftmost column by the file you want to lock. A lock icon will appear next to the file. You can lock up to nine files.

Accessing Online Backup for the first time

If Online Backup does not automatically appear after purchase, go to Help menu → Manage Your Subscription > Check Membership Status. Quicken will update your membership.

 Creating a backup

While you can and should use automatic backups, sometimes you will want to manually create a backup. To do this:

1. Navigate to the top cloud icon

   

   → Create a Backup.

2. You can choose to create a Local backup, an Online Backup, or both by selecting the checkboxes next to each option.

3. Select Create Backup.

Accessing and reviewing online backups

You can access and review your online backups in Quicken Classic to ensure your data is safe and available for information recovery. This process allows you to verify the details of your backups, such as the file name, backup date, and file size. Follow these steps to view your online backups:

1. Navigate to the File menu or top cloud icon

   

   → View/Restore Backups.

2. Choose an online backup file to review the details. You can filter to an individual data file (if you have more than one) by name using the menu Choose a file to view backups.

3. You can review details such as the Date and Size of your backup. You can also view any Note and verify whether you have locked the file.

   • To add or edit a Note, select the individual file and click the note icon in the Note field.

   • To lock a backup, click the leftmost column. A lock icon will appear. You can click again to remove the lock. You can store up to ten backups of each of your files. After ten, saving a new file will delete the oldest unlocked file. You can lock up to nine files.

   • To delete an online backup, right-click or control-click the individual file and select Delete Backup.

   • To restore a backup (make that backup your data file again), select the file and click the restore icon in the rightmost column. Restoring a backup will make that file your active data file.

4. To close the window when you have finished managing your backups, select Done.

Managing your Online Backup settings

To keep your Quicken data protected, setting up your online backup settings is important. This procedure walks you through customizing how and when Quicken backs up your data online. Here’s how you can configure these preferences to fit your needs:

1. Select Edit menu → Preferences. Alternatively, click the cloud menu on the top bar

   

   and select Backup Settings.

2. Select Backup from the Preferences list if it has not already been selected.

3. Your Online Backups options are below the Local Backups options. You can set whether to make online backups automatically as well as reminders if no recent backup has been created.

Restoring from an online backup

To restore your Quicken data from an online backup:

1. Navigate to the File menu or top cloud icon

   

   → View/Restore Backups.

2. Verify that you are looking at the correct data file. If you have more than one, you can choose the individual file (by name) using the menu Choose a file to view online backups. In most cases you will want to choose the most recent backup.

3. In the View/Restore Backups window, select the desired backup file.

4. Select the Restore icon.
   

   

5. Confirm your choice in the pop-up dialog by clicking Restore Backup.
   

   

6. Once Quicken has finished downloading and restoring your backup, the backed-up version of your file will become your active file.

Online backup is not currently available for the Canadian version of Quicken Classic.