How to Save a Quicken file to Computer File Cabinet

massachusetts234
massachusetts234 Member ✭✭✭
in Download, Add/Update Accounts (Windows)

Hello, I am a longstanding user of Quicken. Today a Quicken phone rep assisted me to update the name of one of my bank checking accounts. (My bank had changed the name but it's exactly the same checking acct. with all data remaining intact.) With the Quicken Rep, it required to "Deactivate"  the original bank account in my Quicken program. And then to "Add Account" again. 

In the process I have lost the ability to save a Quicken file to my PC Files (File folder). I can open it by opening my Quicken app in the PC Programs.  But I like to follow the saved or backups of actual Quicken program sessions saved directly to my PC Files. (I have a Folder for Quicken.) Can you instruct how I can resume doing this?  e.g.- Before closing the Quicken program, how do I save it to the PC File? 

Much appreciated!!

Massachusetts

Longtime Quicken user. Use Quicken only for Reports of categories/expenses at end of year to enter in tax return only. No other services. Windows 10 (this will change to Win11) - PC only. (no mobile or app use)

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    By "save" do you mean "backup"? Because when you open a Q data file, all transactions go into that file … so it's not clear what you mean by "lost the ability to save a Quicken file".

    The Save function in an account register saves it to the open file.

    And, the Backup function allows you to change the target location to anything you want.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Did this happen after you had uninstalled/reinstalled Quicken or after you had updated the version of your Quicken installation? Some have reported that this can cause Quicken to change the folder that the data file is saved in.

    If this is what happened to you it can be fixed fairly easily.

    1. Back up your data file before proceeding.
    2. Go to File > Find Quicken Files.
    3. This will identify all Quicken data files on your local drive and show you the paths where they are located. Make note of them.
    4. Go to the location where you most recently dated data file(s) are saved.
    5. Cut the appropriate data file there and paste it into the folder where you want it saved.
    6. Double click on that file after it has been pasted into your desired folder.. Quicken will open it.
    7. Quicken will now remember to open and save the file to that folder.

    Did this resolve the issue for you?

    Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home

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