Downloaded transactions going to OneDrive automatically [Edited]

Paulette Harper

Been using Quicken since it's inception. Loved the ease of downloading transactions, now it's a nightmare! The switch to a OneDrive file was automatic, so I had a file on my hard drive. I saved my work to MY HARD DRIVE, but when I download transactions they automatically go to the One Drive file. All my choices in file tab indicate OneDrive I manually change it "no problemo" but what did I miss/how do I get the app to download to the correct file?

Quicken Kristina

Hello @Paulette Harper,

Thank you for reaching out! To clarify, what do you mean when you refer to a switch to a OneDrive file? When did this happen? Did it coincide with another event, such as switching to a new/different computer? If you are trying to move your file to a location directly on your hard drive and not synced with OneDrive, I recommend backing up your file and following these instructions from our article on the OneDrive Warning and moving your file:

Step 1: Confirm the location of your data file

1. Open Quicken and go to File > Show this file on my computer.

• A File Explorer window will open, showing you the folder where your Quicken file lives.

2. Look at the address bar near the top of the File Explorer window. This shows the file path — the location of your Quicken file on your computer.

How to read the file path: It will look something like a chain of folder names separated by backslashes (\). You're looking for the word OneDrive anywhere in that chain — for example: C:\Users\[your name]\OneDrive\Documents\Quicken If you see OneDrive in the path, your file needs to be moved. Continue with Step 2.

Don't see OneDrive in the path? Your file may already be in the right place. The path should look something like C:\Users\[your name]\Documents\Quicken. If that's what you see and Quicken is still showing a warning, scroll down to the troubleshooting section below.

Step 2: Move your data file from OneDrive

Before you start: Close Quicken completely before moving any files. Quicken should not be open during this process. Keep the File Explorer window open.

1. In the File Explorer window, find your Quicken data file. It will end in .QDF and usually has your name or "Quicken" in the filename.

• Not sure which file it is? Look for the file with the largest size — it's usually several megabytes (MB). If you see multiple .QDF files, use the one with the most recent date modified.

2. Right-click on that file, and select Cut.

3. Navigate to this location in File Explorer: This PC → Local Disk (C:) → Users → [your name] → Documents → Quicken

• The Quicken folder doesn't exist? That's okay — you can create it. In the Documents folder, right-click on an empty space, select New, then Folder, and name it Quicken.

4. In the Quicken folder, right-click on an empty space and select Paste.

• Windows asks if you want to move or copy? Choose Move. You want the file here, not a copy.

5. Double-click the data file that you've placed in the local folder to open it in Quicken.

• Nothing happened when you double-clicked? Try opening Quicken first, then go to File → Open Quicken File and navigate to the Documents\Quicken folder to find and open the file manually.

How to know it worked: Quicken will open without the OneDrive warning, and your accounts and transactions will look exactly as they did before. Nothing has changed in your financial data — only where the file is stored on your computer.

I hope this helps!