To back up a data file manually to disk
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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:
- In Quicken, navigate to File → Save a Backup.
- Choose the location where you want to store the backup copy of your data file,
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- then
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- select Save.
- Quicken
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- will copy the file to the chosen backup location with a file extension of
.quickenbackup.
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Backing Up Data Files Automatically
Automatic backup is
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enabled by default
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and saves a copy every time the application is
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closed, retaining the
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five newest files
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- In Quicken, choose Quicken → Preferences.
- On the General tab, automatic backup can be turned on or off by checking or unchecking the checkbox.
- Quicken saves the automatic backup files in an Automatic Backups folder. Change the default location using Backup Folder.
Restore a backup
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. 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:
- From the Quicken menu, select File > View/Restore Backups.
- Choose the data file you want to restore and click Choose.
- A confirmation window will appear; confirm the file selection and click Restore this File.
- Select the location on your drive where the data file will be restored, then click Save.