Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Can I get downloads from my financial institutions further back than 90 days? I lost all my data!

This is my first time using this site so be nice if this is a dumb question. I've been using Quicken for several years, not an expert but it's worked for me...my hard drive died and I had to get a new computer. I thought when I was syncing at the end of each session it was saving my data to the cloud, but I've since learned it was not! So my last backup to an external drive as from 2 years ago. I downloaded transactions on my new computer but only transactions from 3 months ago were loaded. Does anyone know if I can get downloads from the beginning of 2020?

Best Answer

Answers

  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    Accepted Answer
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Now that the horse is out of the barn ... so to speak ...

    How to properly set up Quicken Backup
    How to make Quicken create a backup for you automatically every time you close Quicken
    What Quicken backups are available where?

    For the sake of this discussion it is assumed that your Quicken data file is located in the Default (and recommended) place: C:\Users\username\Documents\Quicken

    Review the backup settings available in Quicken (under Edit / Preferences / Backup).

    In there you will find two types of backup: Automatic and Manual Backup.

    Automatic Backup should be enabled and always goes to a \Backup folder that's part of the folder which contains your current Quicken data file, e.g. \Documents\Quicken\Backup. Set it to create a backup after running Quicken [1] times and to keep [9] (or more, your choice) backup copies.
    The file name for Automatic Backup files contains a date and time stamp as part of the file name, e.g. QDATA-2020-03-22.PM03.45.QDF-backup

    To create a Manual Backup copy of your Quicken data file on an external device (USB-hard drive or USB memory stick recommended), put a checkmark at "Manual Backup Reminder" to enable the function and set "Remind me after running Quicken [xx] times" to [1].

    Click OK to save the changes.

    From now on, when you close Quicken using the red X button, you will get a popup window.

    When you get this window for the first time, on some versions click the radio button for "Backup on my computer".
    Change the Backup File name's drive letter and path to point to your external device so that it looks something like this: E:\Quicken Backup\QDATA-2019-04-01.QDF-backup
    or use the Change button and work your way through the dialog.

    Do not change the filename portion! Just overtype the drive letter and choose a backup folder name. If the folder does not exist, it will be created.

    Also choose the option to "Add date to backup file name".

    Every day when you run Backup or close Quicken, an additional backup file is created. Without the Add Date option you only have 1 backup copy which is overwritten every day ... and that may prove bad in a problem recovery situation.

    Allow this backup to run to save the changes made on the screen.

    Of course, once in a while you will have to go in and delete some of the oldest backup files, at your discretion, to avoid filling up your USB device.

    One can never have enough backups of a Quicken data file. BTDTGTS!


  • Thank you for this detailed info! It's very helpful, and I will always backup to my external drive on a regular basis!
  • Thank you volvogirl, the link you sent me was very helpful! Much appreciated. I was able to go back to at least the beginning of 2020 to download which is what I mostly needed. :)
Sign In or Register to comment.