How to find a Quicken data file (2024)

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How to find a Quicken data file (2024)

FAQs

Where can I find my Quicken data file? ›

By default, Quicken places your data file in the following location on your computer: My Documents > Quicken. (Quicken will create the Quicken folder automatically if it's not already there.)

How do I recover lost Quicken data? ›

Restore Quicken data
  1. Go to File > Backup and Restore > Restore from Backup File....
  2. Select Restore from your backup, then click Browse.
  3. Browse your computer or external media to find the backup file you want to restore. ...
  4. Select the file to restore and click Open, then Restore Backup.
Sep 28, 2023

How do I clean up Quicken files? ›

To delete a data file

Quit the Quicken application. Go to the data file location and drag the file to the Trash (at the end of the Dock). If you have trouble locating your Quicken data file, refer to Learning about data files. This data file will remain in the Trash until you empty the Trash.

Is it OK to delete old Quicken backup files? ›

The ones it creates automatically will be cleared up (deleted) automatically to keep you at that limit. The ones create prior to installing each update are not delete automatically; you can throw them in the trash periodically. Although… I like having a few backups going back months or even years.

How do I open Quicken files without Quicken? ›

You can use free file viewer and download link here https://file.org/free-download/free-file-viewer or you can visit quicken support providers who can help you in the better way.

Is Quicken data stored in the cloud? ›

Where is my data stored? Your Quicken data is still stored on your computer. The Quicken Cloud enables your desktop data to sync between Quicken on the Web, Quicken Mobile, and Quicken Desktop. Read more information about the Quicken Cloud here.

How far back can Quicken download transactions? ›

Your FI or bank controls how far back you can download. Most only go back 90 days. The rest you will have to enter manually. You might get a greater range of transactions if you go to your financial institution's website and download a different range of dates in a Web Connect .

How far back can Quicken download? ›

Most banks have a limit (usually 90 days) on transaction download. If you need transaction history older than what the download contains, many banks will make this available on their website via Web Connect. To use Web Connect, you can find information here, or contact your bank.

How do I open an old Quicken file? ›

After you install Quicken, Quicken automatically converts the last file you worked in. If you want to convert another data file, choose File menu > Open Quicken File, browse to the file you want to open, and open the file.

Should I archive old Quicken data? ›

Quicken doesn't require that you archive or close out your data file at the end of the year. In fact, not archiving your data at the end of the year lets you run comparison reports on income and expenses from previous years. However, if you want to start the new year with a new data file, use Create a new year file.

How often should I start a new Quicken file? ›

Most of us here recommend NOT starting a new year or file. Just keep going in your current data file. You can run reports for the just the year you want. It's better to leave all your data and history together in one file and it should not affect performance.

How do I transfer Quicken files to a new computer? ›

Install Quicken on your new computer, then save your Quicken data file backup on an external drive or Dropbox. Move your Quicken backup file to the new computer, then open Quicken and restore the backup file.

How many backups does Quicken keep? ›

Unless you specify otherwise, Quicken: Reminds you to back up your Quicken data every third time you exit Quicken. Makes a historical copy of your data every fifth time you open Quicken and stores five of these copies in the Quicken/BACKUP folder.

Can I backup Quicken to Google Drive? ›

If you want to copy to a cloud storage location, you must use File > Compress to create a . zip file to move to the cloud service. Or manually generate a backup, which can be moved to the cloud service. You should never try to run Quicken with a data file on a cloud service; it must be on your local hard drive.

How long should I keep Quicken backup files? ›

Yearly: Keep one per year for the last 7 years. Monthly: Keep one monthly for the last 24 months. Daily: Keep the last 60 days ~20 files since I use Quicken about twice a week.

Where are my Quicken backup files stored? ›

In this Library folder, open Application Support > Quicken. Data files are in the Documents folder; backups in the Backups folder. If you're restoring from Time Machine, navigate to this Quicken folder first, then open Time Machine.

How do I transfer my Quicken files to a new computer? ›

Instructions
  1. Step 1: Install Quicken on your new computer.
  2. Step 2: Put a copy of your Quicken file on an external disk. On your old computer, open Quicken and select File > Save a Backup. ...
  3. Step 3: Restore your Quicken file on the new computer. Connect the external drive or disc to the new computer.

Can I import old Quicken data into new Quicken? ›

When you open your Quicken data file in a new version of Quicken, your data file is updated to work with the newer program. We call this converting your data. You can also "convert" your data from Quicken for Windows to Quicken for Mac (or vice versa).

What is a Quicken data file? ›

Your Quicken data file holds all your account information, just as a file folder holds your paper banking or brokerage statements. In most cases, you'll only need one data file. When you enter information for all your accounts in this one file, the accounts can share the same categories, tags, and memorized payees.

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