Quicken 2011 BACKUP Configuration Settings Do Not Work

I have 2 Quicken files, Checking and Investments.  When I look in the Quicken BACKUP folder I see 3 very old checking backups and 15+ investment backups.  The investment backups are current backups.  When I looked at Edit/Preferences/Setup/Backup I found what I believe is the default settings of backup after every 5th opening & max copies = 5 (5/5). Quicken does not follow the 5/5 setting.


If I try the change the BACKUP settings for checking to 2/5, both my checking and investment BACKUP settings are set to 2/5.  However the Edit/Preferences/Startup/Start Location setting can be set uniquely for my checking and investments.




Quicken settings are stored in three different places/levels.
The "global" ones like the license, and the recent file list, ...
The "user" level, which by your own experiments the "when to backup" setting is put (and others like the strange one of the width of your accounts bar is at that level".
And in the data file itself.

So, so far what you are seeing about the settings and such "makes sense", so that goes to the question about why the checking account data file is not getting backed up.  Which leads me to think it is a bug that was reported before, but I don't think was ever fixed.

If you are in Quicken say your "investment" data file and then do File -> "Checking Data File"  (or even if you use the File -> Open menu), the investment" data file will not get backed up even if it is the right count for the number of "times closed".

Why?  Because it seems Quicken is taking "times closed" as Quicken "close" not "data file close".
So because you went from data file to data file without closing Quicken, it didn't "count".

Now since Quicken always starts on the data file you were last in, this can really make it hard to get that "close" on a consistent basis.

Here is my best workaround.
With Windows Explorer go to each data file and right click and select: Send To -> Desktop (create shortcut).

Now if you double click on one of those shortcuts it will open that data file.
So your process should be:
Double click shortcut of say "check shortcut",  do what you want, close Quicken.
Double click shortcut of "investment shortcut", do what you want, close Quicken.

BTW you should also be backing up your data files to a separate disk since the automatic backup directory is on the same disk as your original data files.
Was this answer helpful? Yes No

No answers have been posted

More Actions

People come to Quicken Community for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Do you still have a question?

Ask your question to the community. Most questions get a response in about a day.

Post your question to the community
or contact us