You can find your Quicken data file on your hard drive by going through Windows Explorer and navigating to the folder where Quicken saves its files. This is usually in the folder C:/Program Files/Quicken/Data (the 'C:/' is the letter assigned to hard drives in most computers).
When you back up your Quicken data, you preserve your financial information (including reports, passwords, accounts, and attachments). This is a way to safeguard your records in case of computer failure or as a means of moving your data from one computer to another. Please note, a Quicken data file has the extension.QDF while a Quicken backup file has the extension.QDF-Backup (or quicken.backup in Mac).
Important: A cloud backup is not automatically created when you back up your data file. However, the Subscription release of Quicken that you can use for your Quicken backup files. Quicken for Windows Backup in Quicken for Windows. Select File Backup and Restore Backup Quicken File. You'll have two options for backing up your data: you can back up to your computer or an external drive (like a USB thumb drive), or, you can use Dropbox.
To help identify your latest backup, you can put a check next to Add date to backup file name. Quicken will display the location where your backup will be saved (click Change. If you want to change this location), along with the name of the backup file (typically this is your Quicken file name followed by.QDF-backup). Click Back up Now. Backup to a USB thumb drive, CD, DVD, etc. Select the File Backup and Restore Restore from Backup File. Select Restore from your backup, then click Browse.
Browse your computer or external media to find the backup file you want to restore. The Quicken backup file has the extension.QDF-Backup. Select the file to restore and click Open then Restore Backup. On the following prompt you will be given the option to overwrite the file you have open or to create a copy of the backup you're restoring. If you Create a copy, you will need to select a location to save the copy to and you will also need to give the copy a unique file name.
After naming the file and selecting the location, click Save, then click Yes to open the restored file. If you are restoring a file over the current file, click OK to overwrite the current file then click Yes to open the restored file. What does it mean to overwrite a file?: Restoring a backup file replaces your current data with the data stored on the backup disk. Be aware that you'll lose any changes you made since the backup was created. If you want to preserve the current file, you must rename the current file or the file you are restoring. We recommend to avoid overwriting files. Restore an automatic backup. Quicken creates a historical copy of your data every seven days and stores five of these copies in a BACKUP folder.
If the backup file you've created becomes damaged, you may be able to restore an automatic backup and save yourself the need to reenter some data. Check to see if automatic backups are turned on (this is on by default). In Quicken, select Edit Preferences.
Under Setup on the left, choose Backup. Make sure there is a check mark next to Automatic Backups. Next to Automatic Backups, there is an Open backup directory link that links directly to your BACKUP folder - a good way of finding them fast. Choose to back up your Quicken data file after running Quicken X times (between 1 - 99). Choose how many backup data files you would like to save (between 1 - 99 copies).
Restore an automatic backup. In Quicken, select File Backup and Restore Restore from Backup File. Select Restore from automatic backups. Select the file to restore.
Click Restore Backup. On the following prompt you will be given the option to overwrite the file you have open or to create a copy of the backup you're restoring. If you Create a copy, you will need to select a location to save the copy to and you will also need to give the copy a unique file name. After naming the file and selecting the location, click Save, then click Yes to open the restored file. If you are restoring a file over the current file, click OK to overwrite the current file then click Yes to open the restored file. What does it mean to overwrite a file?: Restoring a backup file replaces your current data with the data stored on the backup disk. Be aware that you'll lose any changes you made since the backup was created.
If you want to preserve the current file, you must rename the current file or the file you are restoring. We recommend to avoid overwriting files. Backup Using Dropbox. Quicken creates a historical copy of your data every time you close the program and stores five of these copies in a BACKUP folder. If the backup file you've created becomes damaged, you may be able to restore an automatic backup and save yourself the need to reenter some data. Check to see if automatic backups are turned on (this is on by default).
In Quicken, select Quicken Preferences. Under General, you'll see File b ackup at the bottom. Make sure there is a check mark next to ' Automatically backup data file. Under that option, there is a Backup Folder button that links directly to your BACKUP folder - a good way of finding them fast. Restore an automatic backup. In Quicken, select File Restore from Backup.
Select the Automatic Backups folder ( Quicken Backups Automatic Backups). Select the file to restore. Click Choose. Backup Using Dropbox. For backup instructions, see For information on restoring data using Dropbox, see Troubleshooting.
If you restore and open a backup file and the file is empty, you may have opened the wrong file. For assistance locating Quicken files, click (for Windows) or (for Mac). In order to move a backup file from Quicken for Mac to Quicken for Windows (or vice versa), you will first need to restore the backup file in the original program then convert it to the new one. For conversion steps,. If you receive a 'File not backed up' error,. For Dropbox errors,.
Monitoring alerts, data downloads, and feature updates are available through the end of your membership term. Online services require internet access. Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change. 14,500+ participating financial institutions as of October 1, 2018. Standard message and data rates may apply for sync, e-mail and text alerts. Visit for details.
Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App.
The App is a companion app and will work only with Quicken 2015 and above desktop products. Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) is included in Quicken Premier and above and is available on as a separate add-on service in Starter and Deluxe. 15 payments per month included in Premier and above. Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase.
Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date. For full details, consult the Quicken Membership Agreement. You can manage your subscription at your My Account page. Quicken 2019 for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken 2019 for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity.
30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees. See for full details and instructions. Quicken for Mac software and the Quicken App are not designed to function outside the U.S. The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC. There are numerous other credit scores and models in the marketplace, including different VantageScores. Please keep in mind third parties may use a different credit score when evaluating your creditworthiness. Also, third parties will take into consideration items other than your credit score or information found in your credit file, such as your income.
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The Quicken Mobile Companion App is a free personal finance app to use with your Quicken desktop software. The Quicken Mobile Companion App for iPhone and iPad syncs with Quicken desktop, so you can make smart decisions with your money no matter where you are. We stand behind our products with over 30 years of experience and a 60-day money back guarantee. If you currently don’t have Quicken on your desktop, please visit us at www.Quicken.com/products to download our top personal finance software. STAY CONNECTED TO YOUR MONEY ANYTIME, ANYWHERE. Automatically syncs your desktop and mobile data. View your balances, accounts, and transactions.
See spending trends and check your budget. Enter transactions as you spend even when you are not connected to the internet. Search transaction history.
Split transactions for an accurate view of spending. Snap and store a picture of your receipt.Budgets are not yet available for Quicken Windows 2016. FEEL CONFIDENT YOUR INFORMATION IS SECURE. Passcode-protected and backed by 256-bit encryption. Additional protection with Face ID and Touch ID. Data access guarantee: Always have full access to and ownership of your data. USING THE APP To begin using the Quicken Mobile Companion App, first create a Quicken ID from your Quicken 2016, 2017 or 2018 desktop software.
You will need this ID to log-in to the app and begin syncing your data. SYSTEM REQUIREMENTS. iPhone, iPod Touch, iPad: Requires iOS 9 or higher. QUICKEN VERSION REQUIREMENTS. Quicken 2016, 2017 or 2018 desktop software for Mac or for Windows: Starter Edition, Deluxe, Premier, Home & Business, or Rental Property Manager is required. For Canadian customers, the Quicken Mobile Companion App, will work only with Quicken 2017 and 2018. Budgets is currently supported only for Quicken Windows 2017 and 2018 and Mac 2016, 2017 and 2018.
Investments are available for Quicken 2017 and 2018. To learn how Quicken protects your privacy, please visit http://www.quicken.com/privacy. New: General bug fixes You can now sign in with your Quicken ID - As part of our separation from Intuit, you will switch from using your existing Intuit ID to using a new, Quicken ID. If you haven’t already, you will soon be prompted to create a new Quicken ID in your desktop app (Mac and Windows). You’ll use this new Quicken ID for Quicken desktop and mobile apps going forward.
New Quicken Cloud Services - After you switch to the Quicken ID on Quicken desktop you’ll gain access to the new, fast, and secure Quicken Cloud Services. You will be prompted to re-sync your desktop transactions after making the switch. Then, just login to Quicken mobile with your new Quicken ID. 5.0.14 Sep 13, 2017. New: General bug fixes You can now sign in with your Quicken ID - As part of our separation from Intuit you will switch from using your existing Intuit ID to using a new, Quicken ID. If you haven’t already, you will soon be prompted to create a new Quicken ID in your desktop app (Mac and Windows).
You’ll use this new Quicken ID for Quicken desktop and mobile apps going forward. New Quicken Cloud Services - After you you switch to the Quicken ID on Quicken desktop you’ll gain access to the new, fast, and secure Quicken Cloud Services. You will be prompted to re-sync your desktop transactions after making the switch. Then, just login to Quicken mobile with your new Quicken ID. 5.0.13 Sep 11, 2017. New: General bug fixes You can now sign in with your Quicken ID - As part of our separation from Intuit you will switch from using your existing Intuit ID to using a new, Quicken ID.
If you haven’t already, you will soon be prompted to create a new Quicken ID in your desktop app (Mac and Windows). You’ll use this new Quicken ID for Quicken desktop and mobile apps going forward. New Quicken Cloud Services - After you you switch to the Quicken ID on Quicken desktop you’ll gain access to the new, fast, and secure Quicken Cloud Services. You will be prompted to re-sync your desktop transactions after making the switch.
Then, just login to Quicken mobile with your new Quicken ID. 5.0.12 Sep 4, 2017. You can now sign in with your Quicken ID New: As part of our separation from Intuit we you will switch from using your existing Intuit ID to using a new, Quicken ID. If you haven’t already, you will soon be prompted to create a new Quicken ID in your desktop app (Mac and Windows). You’ll use this new Quicken ID for Quicken desktop and mobile apps going forward.
New Quicken Cloud Services New: After you you switch to the Quicken ID on Quicken desktop you’ll also gain access to new, fast, and secure Quicken Cloud Services. You will be prompted to re-sync your transactions on the desktop after making the switch.
Then, just login to Quicken mobile with your new Quicken ID. 5.0.5 Feb 11, 2017. John In Arkansas, No better than your bank’s website This app really doesn’t give me anything more than my bank’s website does.
The desktop version projects the balance for each account at a line level, so I know at a glance what my bank balance will be on any given FUTURE date, including calculating for scheduled bills and deposits. I can use the information provided to make decisions like when to transfer money, or when I can afford to make an extra mortgage payment, retire a debt, or book a vacation. I can’t do that with this app. It didn’t used to be a big deal that the app didn’t include this. We owned the desktop software, and the app was provided as a convenience.
Now that the product has moved to a subscription model, we no longer own anything. They are selling a service, or at least that’s what we’re paying for. In reality, the mobile offering is nearly useless, and the PC and Mac versions aren’t compatible with each other. That’s not software as a service, that’s repackaging obsolete software to gouge existing customers who only stick it out with the product because it’s time-consuming to move to a competitors product (there are several). John In Arkansas, No better than your bank’s website This app really doesn’t give me anything more than my bank’s website does.
The desktop version projects the balance for each account at a line level, so I know at a glance what my bank balance will be on any given FUTURE date, including calculating for scheduled bills and deposits. I can use the information provided to make decisions like when to transfer money, or when I can afford to make an extra mortgage payment, retire a debt, or book a vacation.
I can’t do that with this app. It didn’t used to be a big deal that the app didn’t include this.
We owned the desktop software, and the app was provided as a convenience. Now that the product has moved to a subscription model, we no longer own anything.
They are selling a service, or at least that’s what we’re paying for. In reality, the mobile offering is nearly useless, and the PC and Mac versions aren’t compatible with each other. That’s not software as a service, that’s repackaging obsolete software to gouge existing customers who only stick it out with the product because it’s time-consuming to move to a competitors product (there are several). Lateralus75, Waiting for fixes & exploring other options. The last east incarnation of Quicken for iPad works if you don’t wish to recategorize your transactions. Every time it guesses incorrectly about a transaction and I try to change it, the app crashes. No errors, it just flashes and closes.
The Windows version of the app works pretty good, but if I don’t have my pc with me, I’d love to be able to use the mobile version on my iPad or iPhone to be able to do this as it’s important as I take the time to check my financials daily. Until this bug or problem is fixed, Quicken for iPad is almost useless to me for anything other than looking at the big picture snapshot of my financials. I have tried removing and reinstalling the app on multiple occasions over the past few mos, as well as performed complete resets of both my iPhone & iPad to factory defaults to see if it would resolve the issues. I’ve checked the community and support forums & found nothing so far that addresses this issue so far. I am going to start using Mint again and see if it works better for my uses. Until these issues are resolved, the mobile versions are almost useless to me. Lateralus75, Waiting for fixes & exploring other options.
The last east incarnation of Quicken for iPad works if you don’t wish to recategorize your transactions. Every time it guesses incorrectly about a transaction and I try to change it, the app crashes. No errors, it just flashes and closes. The Windows version of the app works pretty good, but if I don’t have my pc with me, I’d love to be able to use the mobile version on my iPad or iPhone to be able to do this as it’s important as I take the time to check my financials daily. Until this bug or problem is fixed, Quicken for iPad is almost useless to me for anything other than looking at the big picture snapshot of my financials.
I have tried removing and reinstalling the app on multiple occasions over the past few mos, as well as performed complete resets of both my iPhone & iPad to factory defaults to see if it would resolve the issues. I’ve checked the community and support forums & found nothing so far that addresses this issue so far. I am going to start using Mint again and see if it works better for my uses. Until these issues are resolved, the mobile versions are almost useless to me. OrbitalFive, Back in action and better than ever. After impatiently waiting for budgets to be redeveloped, they are finally back and I can start getting again what I loyally paid for all of these years. That’s said, I absolutely love the improvements.
The mobile app is finally the perfect companion to the desktop app we all desperately needed. Anyone writing critical reviews at this point must have no idea how to use the desktop app properly. You need to establish that first as this is an extension of that. This isn’t mint. This is Quicken. Much more powerful and feature-rich. If you want mint then use mint, but don’t expect this app to read your mind and do everything for you.
You need to understand the quicken desktop app and accounting fundamentals to fully utilize the app. Establish your mobile accounts and options on the desktop before using the mobile app and you’ll be fine. OrbitalFive, Back in action and better than ever. After impatiently waiting for budgets to be redeveloped, they are finally back and I can start getting again what I loyally paid for all of these years. That’s said, I absolutely love the improvements.
The mobile app is finally the perfect companion to the desktop app we all desperately needed. Anyone writing critical reviews at this point must have no idea how to use the desktop app properly. You need to establish that first as this is an extension of that. This isn’t mint. This is Quicken. Much more powerful and feature-rich. If you want mint then use mint, but don’t expect this app to read your mind and do everything for you.
You need to understand the quicken desktop app and accounting fundamentals to fully utilize the app. Establish your mobile accounts and options on the desktop before using the mobile app and you’ll be fine.