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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.
    • I was testing this and if you double click on another data file's shortcut while you have Quicken open on a data file, it will ask you if you want to close the current one.  This should count as a "close" and trigger the backup (but I have not tested this theory).  If it works then you might find it more convenient then the Close Quicken and then double click shortcut sequence.

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