How do I setup an auto backup?

Tony Robinson

I just switched from Mac to Windows and am relearning everything. How do I setup an auto backup so Quicken will backup upon exiting? I like 'set it and forget it' operations.

Boatnmaniac

Edit > Preferences > Backup: Here you can set your Automatic and Manual backup preferences. For Automatic:

• Check the box
• Click on "Change" to see where the backups will be saved by default or to change where you want them to be saved
• Enter how frequently you want backups to be automatically generated and saved (I set mine to save after every 1 run)
• Enter the maximum number of backups to be saved (I recommend saving enough backups to cover at least the last 30 days so if you run Quicken once every day then set it at ~30)
• When done, click on OK

I don't usually do Manual backups unless there is a special circumstance but if you want you can set up your Manual backup reminder preference here, too.

Boatnmaniac

Edit > Preferences > Backup: Here you can set your Automatic and Manual backup preferences. For Automatic:

• Check the box
• Click on "Change" to see where the backups will be saved by default or to change where you want them to be saved
• Enter how frequently you want backups to be automatically generated and saved (I set mine to save after every 1 run)
• Enter the maximum number of backups to be saved (I recommend saving enough backups to cover at least the last 30 days so if you run Quicken once every day then set it at ~30)
• When done, click on OK

I don't usually do Manual backups unless there is a special circumstance but if you want you can set up your Manual backup reminder preference here, too.

Tony Robinson

Thanks, did as you suggested; seemed easy enough. I'll let you know if it doesn't work.