Saving Quicken Files

carlosj

For some inexplicable and otherworldly reason, it appears a recent update removed the ability to save a Quicken file using the previous save/save as capabilities. Does anyone know why this was done and how either of these can be effected now?

Frankx

Hi @carlosj

Can you tell us which version of Quicken you are running and the release info?

Thanks,

Frankx

Sherlock

The change was introduced in Quicken for Windows Release R34.13 to prevent connection problems: https://www.quicken.com/support/quicken-windows-release-notes

One way to achieve the equivalent functionality is to select File > Show this file on my computer, exit Quicken, press Ctrl + C, Ctrl + V, F2, enter the new name, press Enter and open the desired Quicken file.

Note: Don't perform the copy if Quicken may be performing a scheduled update.

UKR

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 by default 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!

Sherlock

I have modified my earlier response to eliminate the possibility that Quicken may update the Quicken file as it is being copied.