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To change your preferences

  1. Choose Edit menu > Preferences.
  2. In the Select preference type list, in the Setup area, select select Backup.
  3. Change the appropriate setting.

    Click a link below for more information.

     

    PreferenceDescription
    Automatic
    backupsDayCopies file name28MyDATA1 (always the most recent file)21MyDATA2 (renamed from MyDATA1)14MyDATA3 (renamed from MyDATA2)7MyDATA4 (renamed from MyDATA3)

    On the 35th day, Quicken saves another MyDATA1 file over the oldest data file (MyDATA4), and the cycle starts over.

    You'll find these files in the Quicken\BACKUP folder by default.
    BackupsSelect this option to automatically back up your Quicken data file.
  4. Change the frequency with which Quicken automatically backs up your file
  5. Change the maximum number of backup copies Quicken keeps

    In the Maximum number of backup copies field, enter the number of backup copies of your files that you want Quicken to save. For example, if you want to save four backup copies of your files, type 4.

    After 28 days Quicken will have saved the following copies of the original file. For example, lets say you call your file MyDATA:

    -OpenOpen your backup directory. You will see a Windows Directory with a list of any backup files you have made.
    -Change

    Use this to choose a new backup folder that will be used for future automatic backups. This brings up the window Browse for a Folder. Click a folder to select it. If there are subfolders they will appear when you click the folder. If you have installed Dropbox, you can select it as your backup location. 

    For more information about Dropbox, visit the support article Dropbox frequently asked questions.

    Automatically save a copy of your data files at regular intervals

    Use Back up after running Quicken to automatically make a backup every few times you open and run the Quicken application. You can choose from 1 (back it up every time you run Quicken) to 99 (Almost never make an automatic backup.)

    Use Maximum number of backup copies to set a limit on how many backup copies you keep. If you set the number of backup copies to 1, you'll only have your latest backup, which offers you only minimal protection against issues. You can keep as many as 99 backups, but that can take up a lot of space. Most people find that between 5 and 20 backups is sufficient. 

    Manual backup reminder

    Select this option to

    receive reminders to back up your Quicken data file.Change how often Quicken reminds me to manually back up my dataIn the Remind after running Quicken field, enter the number of times you want to run Quicken before you're reminded to manually back up your Quicken data. For example, if you want to be reminded only after every fifth time you run Quicken, type 5.

    have Quicken periodically remind you to make a backup copy of your file. 

    Use Remind me after running Quicken to set a reminder to backup your files when you attempt to close Quicken. You can choose from 1 (Remind me every time I try to close Quicken) to 99 (Almost never remind me to make a backup.)

  6. Click OK.