Add More Options To Automatic Back-ups In Quicken For Mac

1. Add More Options To Automatic Back-ups In Quicken For Mac 2018

I am sorry if this has been beaten to death, but I could not find anything useful. Here's the basic problem: One of my macs is running Quicken 2004 on 10.6. I would like to upgrade to Lion and thus need to upgrade Quicken. I have hesitated because from what I have heard, Quicken Essentials is useless, and Quicken 2007 was not compatible until recently. Sadly for me, on Quicken's site, it states that 'File conversion is not possible for Quicken 2004 for Mac and prior versions.

I am trying to set Automatic File backups via Settings> Backup> Automatically back up my files. Under 'more options' I set the external hard drive and the backup frequency. Then under 'Back up these folders' I try to add a new folder. First thing you can do is add feedback for Quicken for Mac 2016. The send feedback link in Quicken 2016 lands in a Quicken for Mac 2015 page. And pressing the submit button doesn't seem to do anything. Let me leave some feedback here: Automatic backups, which are zipped (cuts the size in half).

File conversion is only possible for Quicken for Mac 2005, 2006, 2007'. What are my options here? Do I have to first purchase Quicken 2005, convert my data, then purchase and update to Quicken 2007? If this is possible, couldn't Intuit just include this process in the Quicken 2007 software? I am sorry if this has been beaten to death, but I could not find anything useful. Here's the basic problem: One of my macs is running Quicken 2004 on 10.6.

I would like to upgrade to Lion and thus need to upgrade Quicken. I have hesitated because from what I have heard, Quicken Essentials is useless, and Quicken 2007 was not compatible until recently. Sadly for me, on Quicken's site, it states that 'File conversion is not possible for Quicken 2004 for Mac and prior versions. File conversion is only possible for Quicken for Mac 2005, 2006, 2007'. What are my options here?

Do I have to first purchase Quicken 2005, convert my data, then purchase and update to Quicken 2007? If this is possible, couldn't Intuit just include this process in the Quicken 2007 software? 2004 to 2007 Lion I just used my 2004 Quicken for Mac and exported from the FILE menu a full export to the Quicken backup folder. I am running 2004 for Mac on a flat screen iMac(PPC) with 10.4.11. I then used the terminal mode restart on the old Mac and connected to the new iMac(intel) running OSX 10.8.2 (Mountain Lion) with a firewire cable (needed a cable converter for the old (400) and new (800)firewire port). I opened the Quicken for Mac 2007 Lion compatible version on the new mac and used the open file option from the file drop down menu.

I opened the newly created QIF export in the old Mac from the new Lion version and saved a copy in the new Quicken Backup folder. All accounts and balances transferred into the new 2007 Lion version. Now not everything transferred over to the new version but the accounts all did with correct balances as well. The items missing were mostly preferences and setup configurations.

These were easily matched with the old 2004 by adding upcoming and scheduled bills, hide and show accounts in the accounts window, toolbar accounts, and quickfill transactions. I just copied manually the scheduled bills.

Edited the accounts shown and hidden at the same time as I checked the accounts I wanted shown in the toolbar. I used the registers to re-spell a word in old transactions and hit enter to create new quickfill items.

I finished the conversion by editing the toolbars to match what I was using in the 2004 version and that was enough for me to get rolling. So, long story short, no Quicken Essentials conversion, no Quicken for Mac 2005, 2006, conversion from Essentials, and no conversion back to 2007 from Essentials was needed. No file exchange utility needed.

Maybe it's just the PPC version that creates the.qif file but since I never had 2004,2005, or 2006 on an Intel Mac, I really don't know what the 'export full copy' creates on those. I know if you try to save a copy, it creates a.qdfm file that the new Quicken for Mac 2007 Lion or the 2007 version will NOT import or open it with a note telling you 2004 is not compatible to update. Just food for thought. Click to expand.I'm running Quicken 2004 on OSX 10.6.8, and everything was fine until Friday when I discover that I'm missing all my current Quicken account files going back to October 2010. And am so far unable to even search for these missing files without knowing what the filenames would be, even with AppleCare help.

Quicken customer support was TERRIBLE. No interest in my problem and absolutely no help at all. I'd like to upgrade the software to 2007 (thanks to this forum for how to do that), but first I need to FIND these missing files. Other than using Time Machine to go back to a update that I think would include the missing files.

Any suggestion on what kind of filename to look for and WHERE they would be located? I just used my 2004 Quicken for Mac and exported from the FILE menu a full export to the Quicken backup folder. I am running 2004 for Mac on a flat screen iMac(PPC) with 10.4.11. I then used the terminal mode restart on the old Mac and connected to the new iMac(intel) running OSX 10.8.2 (Mountain Lion) with a firewire cable (needed a cable converter for the old (400) and new (800)firewire port). I opened the Quicken for Mac 2007 Lion compatible version on the new mac and used the open file option from the file drop down menu. I opened the newly created QIF export in the old Mac from the new Lion version and saved a copy in the new Quicken Backup folder. All accounts and balances transferred into the new 2007 Lion version.

Now not everything transferred over to the new version but the accounts all did with correct balances as well. The items missing were mostly preferences and setup configurations. These were easily matched with the old 2004 by adding upcoming and scheduled bills, hide and show accounts in the accounts window, toolbar accounts, and quickfill transactions. I just copied manually the scheduled bills. Edited the accounts shown and hidden at the same time as I checked the accounts I wanted shown in the toolbar. I used the registers to re-spell a word in old transactions and hit enter to create new quickfill items. I finished the conversion by editing the toolbars to match what I was using in the 2004 version and that was enough for me to get rolling.

So, long story short, no Quicken Essentials conversion, no Quicken for Mac 2005, 2006, conversion from Essentials, and no conversion back to 2007 from Essentials was needed. No file exchange utility needed. Maybe it's just the PPC version that creates the.qif file but since I never had 2004,2005, or 2006 on an Intel Mac, I really don't know what the 'export full copy' creates on those.

I know if you try to save a copy, it creates a.qdfm file that the new Quicken for Mac 2007 Lion or the 2007 version will NOT import or open it with a note telling you 2004 is not compatible to update. Just food for thought. I just used my 2004 Quicken for Mac and exported from the FILE menu a full export to the Quicken backup folder.

I am running 2004 for Mac on a flat screen iMac(PPC) with 10.4.11. I then used the terminal mode restart on the old Mac and connected to the new iMac(intel) running OSX 10.8.2 (Mountain Lion) with a firewire cable (needed a cable converter for the old (400) and new (800)firewire port).

I opened the Quicken for Mac 2007 Lion compatible version on the new mac and used the open file option from the file drop down menu. I opened the newly created QIF export in the old Mac from the new Lion version and saved a copy in the new Quicken Backup folder. All accounts and balances transferred into the new 2007 Lion version. Now not everything transferred over to the new version but the accounts all did with correct balances as well. The items missing were mostly preferences and setup configurations.

These were easily matched with the old 2004 by adding upcoming and scheduled bills, hide and show accounts in the accounts window, toolbar accounts, and quickfill transactions. I just copied manually the scheduled bills. Edited the accounts shown and hidden at the same time as I checked the accounts I wanted shown in the toolbar. I used the registers to re-spell a word in old transactions and hit enter to create new quickfill items.

I finished the conversion by editing the toolbars to match what I was using in the 2004 version and that was enough for me to get rolling. So, long story short, no Quicken Essentials conversion, no Quicken for Mac 2005, 2006, conversion from Essentials, and no conversion back to 2007 from Essentials was needed. No file exchange utility needed. Maybe it's just the PPC version that creates the.qif file but since I never had 2004,2005, or 2006 on an Intel Mac, I really don't know what the 'export full copy' creates on those. I know if you try to save a copy, it creates a.qdfm file that the new Quicken for Mac 2007 Lion or the 2007 version will NOT import or open it with a note telling you 2004 is not compatible to update.

Just food for thought. Updating Quicken 2002, 2003, 2004 is EASY! Just found this thread due to the new post. Here is the skinny on the EASY way to upgrade from Quicken for Mac versions earlier than 2005: 1) You need a copy of Quicken 2006 or 2007 for PPC.

2) Open your Quicken 2004 file in Quicken 2006 for Mac PPC and it will convert the file. 3) Open the new converted file in Quicken 2007 for Lion/Mt. Lion; I used this method to update my Quicken Deluxe 2002 data file to Quicken 2007 for Lion.

Previously I had been continuing to run Quicken Deluxe 2002 in Snow Leopard (with Rosetta) installed into Parallels for use in Lion, until the March 2012 Intuit release of Quicken 2007 for Lion. Easy Peasy Quicken 2004 to 2007 Lion; need external hard drive My husband read TDarby719's suggestion, which prompted a brilliant idea. So this is what I did: 1) On my old iMac, I upgraded my Quicken 2004 to Quicken 2006, as Lou N offered at. 2) I bought a $15 version of Quicken 2007 (sorry, I can't find where I bought it from) and downloaded it on my new MacBook Pro with Lion OS. 3) I plugged in my external hard drive (EHD from here on out) to my iMac and in Quicken clicked 'File' and then 'back up' 'to disk' and selected my EHD. 4) After the back up was complete I plugged my EHD to my new MacBook Pro with Lion OS.

5) Once I saw that it was mounted on the desktop screen I opened Quicken 2007 then selected 'File', 'Open File' and opened the back up file on my EHD. 6) It asked for my password and voila!!!

I ran and gave my husband a huge hug. I think I might have fractured a rib. Getting Quicken with Current Database Working in Mavericks i guess we are back on this one with a new twist.

I want to get Quicken to work for me under Mavericks (10.9). I am currently using Quicken 2006 under 10.6.8 Snow Leopard (recently upgraded from Quicken 2004 via a FREE DOWNLOAD version of Quicken 2006 on Intuit's website, I might add) and have a database that I want to bring along with me.

I have read in the forums about installing Quicken for Mac 2007 onto my 10.6 system first. Then converting my database file. Then upgrading to Lion. Then running the Quicken for Mac 2007 'patch'. But, how does all this work when I'm upgrading from 10.6 to 10.9?

I guess we are back on this one with a new twist. I want to get Quicken to work for me under Mavericks (10.9). I am currently using Quicken 2006 under 10.6.8 Snow Leopard (recently upgraded from Quicken 2004 via a FREE DOWNLOAD version of Quicken 2006 on Intuit's website, I might add) and have a database that I want to bring along with me. I have read in the forums about installing Quicken for Mac 2007 onto my 10.6 system first. Then converting my database file.

Then upgrading to Lion. Then running the Quicken for Mac 2007 'patch'. But, how does all this work when I'm upgrading from 10.6 to 10.9?

When you back up your Quicken data, you preserve your financial information (including reports, passwords, accounts, and attachments). This is a way to safeguard your records in case of computer failure or as a means of moving your data from one computer to another. Please note, a Quicken data file has the extension.QDF while a Quicken backup file has the extension.QDF-Backup (or quicken.backup in Mac).

Important: A cloud backup is not automatically created when you back up your data file. However, the Subscription release of Quicken that you can use for your Quicken backup files. Quicken for Windows Backup in Quicken for Windows.

Select File Backup and Restore Backup Quicken File. You'll have two options for backing up your data: you can back up to your computer or an external drive (like a USB thumb drive), or, you can use Dropbox. To help identify your latest backup, you can put a check next to Add date to backup file name. Quicken will display the location where your backup will be saved (click Change. If you want to change this location), along with the name of the backup file (typically this is your Quicken file name followed by.QDF-backup). Click Back up Now. Backup to a USB thumb drive, CD, DVD, etc.

Select the File  Backup and Restore Restore from Backup File. Select Restore from your backup, then click Browse. Browse your computer or external media to find the backup file you want to restore.

The Quicken backup file has the extension.QDF-Backup. Select the file to restore and click Open then Restore Backup. On the following prompt you will be given the option to overwrite the file you have open or to create a copy of the backup you're restoring. If you Create a copy, you will need to select a location to save the copy to and you will also need to give the copy a unique file name.

After naming the file and selecting the location, click Save, then click Yes to open the restored file. If you are restoring a file over the current file, click OK to overwrite the current file then click Yes to open the restored file. What does it mean to overwrite a file?: Restoring a backup file replaces your current data with the data stored on the backup disk. Be aware that you'll lose any changes you made since the backup was created. If you want to preserve the current file, you must rename the current file or the file you are restoring. We recommend to avoid overwriting files. Restore an automatic backup.

Quicken creates a historical copy of your data every seven days and stores five of these copies in a BACKUP folder. If the backup file you've created becomes damaged, you may be able to restore an automatic backup and save yourself the need to reenter some data. Check to see if automatic backups are turned on (this is on by default).

In Quicken, select Edit Preferences. Under Setup on the left, choose Backup. Make sure there is a check mark next to Automatic Backups. Next to Automatic Backups, there is an Open backup directory link that links directly to your BACKUP folder - a good way of finding them fast. Choose to back up your Quicken data file after running Quicken X times (between 1 - 99). Choose how many backup data files you would like to save (between 1 - 99 copies). Restore an automatic backup.

In Quicken, select File  Backup and Restore Restore from Backup File. Select Restore from automatic backups. Select the file to restore. Click Restore Backup. On the following prompt you will be given the option to overwrite the file you have open or to create a copy of the backup you're restoring. If you Create a copy, you will need to select a location to save the copy to and you will also need to give the copy a unique file name. After naming the file and selecting the location, click Save, then click Yes to open the restored file.

If you are restoring a file over the current file, click OK to overwrite the current file then click Yes to open the restored file. What does it mean to overwrite a file?: Restoring a backup file replaces your current data with the data stored on the backup disk. Be aware that you'll lose any changes you made since the backup was created. If you want to preserve the current file, you must rename the current file or the file you are restoring.

We recommend to avoid overwriting files. Backup Using Dropbox. Quicken creates a historical copy of your data every time you close the program and stores five of these copies in a BACKUP folder. If the backup file you've created becomes damaged, you may be able to restore an automatic backup and save yourself the need to reenter some data. Check to see if automatic backups are turned on (this is on by default).

In Quicken, select Quicken Preferences. Under General, you'll see File b ackup at the bottom. Make sure there is a check mark next to ' Automatically backup data file. Under that option, there is a Backup Folder button that links directly to your BACKUP folder - a good way of finding them fast.

Add More Options To Automatic Back-ups In Quicken For Mac 2018

Restore an automatic backup. In Quicken, select File Restore from Backup. Select the Automatic Backups folder ( Quicken Backups Automatic Backups). Select the file to restore. Click Choose.

Backup Using Dropbox. For backup instructions, see For information on restoring data using Dropbox, see Troubleshooting. If you restore and open a backup file and the file is empty, you may have opened the wrong file. For assistance locating Quicken files, click (for Windows) or (for Mac). In order to move a backup file from Quicken for Mac to Quicken for Windows (or vice versa), you will first need to restore the backup file in the original program then convert it to the new one. For conversion steps,. For Dropbox errors,.

Monitoring alerts, data downloads, and feature updates are available through the end of your membership term. Online services require internet access. Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change. 14,500+ participating financial institutions as of October 1, 2018. Standard message and data rates may apply for sync, e-mail and text alerts.

Visit for details. Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App.

The App is a companion app and will work only with Quicken 2015 and above desktop products. Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) is included in Quicken Premier and above and is available on as a separate add-on service in Starter and Deluxe. 15 payments per month included in Premier and above. Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase.

Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date. For full details, consult the Quicken Membership Agreement.

You can manage your subscription at your My Account page. Quicken 2019 for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken 2019 for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees.

See for full details and instructions. Quicken for Mac software and the Quicken App are not designed to function outside the U.S. The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC. There are numerous other credit scores and models in the marketplace, including different VantageScores.

Please keep in mind third parties may use a different credit score when evaluating your creditworthiness. Also, third parties will take into consideration items other than your credit score or information found in your credit file, such as your income. VantageScore®, Equifax®, Experian® and TransUnion® are registered trademarks of their respective owners. All 2018 and newer versions of Quicken entitle users to 5GB of free Dropbox storage while subscription is in effect. EQUIFAX is a registered trademark of Equifax Inc.

The other Equifax marks used herein are trademarks of Equifax Inc. Other product and company names mentioned herein are property of their respective owners. Portfolio tracking included with Quicken Premier and Quicken Home & Business on Windows. Payment links are only available for Quicken Premier and Home & Business.

Illustrations © Adam Simpson. All rights reserved.

© 2018 Quicken Inc. All rights reserved. Quicken is a registered trademark of Intuit Inc., used under license. © 2018 Quicken Inc. All rights reserved. Quicken is a registered trademark of Intuit Inc., used under license.

IPhone, iPod, iPad Touch are trademarks of Apple Inc., registered in the U.S. And other countries.

Android is a trademark of Google Inc. Dropbox, PayPal, Yelp, and other parties’ marks are trademarks of their respective companies. Terms, conditions, features, availability, pricing, fees, service and support options subject change without notice. Corporate Headquarters: 3760 Haven Avenue, Menlo Park, CA 94025.