FAQs
You can create a new Quicken file by navigating to File > New > Start from Scratch.
How do you Reset Quicken? ›
data: Go to Quicken > Settings. Go to the Connected Services tab and click Reset.
How do I delete all data from Quicken? ›
Reset cloud data
In the left pane, select Mobile & Web. In the right pane, under Quicken Mobile & Web, click Reset your cloud data. In the Reset Your Cloud Data dialog, type yes, and then click Reset to confirm the reset.
How do I clean up Quicken files? ›
To delete a data file
Quit the Quicken application. Go to the data file location and drag the file to the Trash (at the end of the Dock). If you have trouble locating your Quicken data file, refer to Learning about data files. This data file will remain in the Trash until you empty the Trash.
How do I delete multiple entries in Quicken? ›
To delete transactions
- Click to select one or more transactions. You can select multiple transactions at once by using ⌘ + click (to select one-at-a-time) or shift + click to select a range.
- In Quicken, choose Transactions > Delete Transaction, or just hit the Delete key on your keyboard.
Resetting the Password Vault removes the saved passwords while retaining the current Password Vault password. You will still be prompted to enter the Password Vault password when updating accounts. This is the best option if you use Direct Connect and are seeing invalid password errors when you update your accounts.
How do I delete Quicken mobile data? ›
To get rid of those unwanted files showing up on Quicken mobile, you will need to delete the cloud accounts associated with those files using your Quicken for Windows program (you cannot delete them using the app).
How far back can Quicken go? ›
It is possible to import transactions from further back than 90 days, but you will have to export those transactions from your financial account's website.
How many times can I download Quicken? ›
You can install Quicken on as many computers as needed in the same household. Each installation will be registered to your Quicken ID. We do not recommend sharing data files on a network/cloud drive.
Where does Quicken keep its data file? ›
By default, Quicken places your data file in the following location on your computer: My Documents > Quicken. (Quicken will create the Quicken folder automatically if it's not already there.)
When you delete a cheque, Quicken removes the transaction from the register and recalculates all subsequent balances. You can't get the transaction back. Consider voiding a cheque instead. When you void a cheque, Quicken removes the dollar amount of the transaction and inserts the word VOID before the payee name.
Is it OK to delete old Quicken backup files? ›
The ones it creates automatically will be cleared up (deleted) automatically to keep you at that limit. The ones create prior to installing each update are not delete automatically; you can throw them in the trash periodically. Although… I like having a few backups going back months or even years.
How often should I start a new Quicken file? ›
Most of us here recommend NOT starting a new year or file. Just keep going in your current data file. You can run reports for the just the year you want. It's better to leave all your data and history together in one file and it should not affect performance.
Should I archive my Quicken data? ›
Quicken doesn't require that you archive or close out your data file at the end of the year. In fact, not archiving your data at the end of the year lets you run comparison reports on income and expenses from previous years. However, if you want to start the new year with a new data file, use Create a new year file.
How do I start a new Quicken file? ›
Create a new Quicken data file
- Choose File menu > New Quicken File.
- Select New Quicken File.
- Click OK.
- In the File name field, enter the name of the new file. What are the rules for naming files? Don't use any of these characters: * ? ...
- Click OK. What happens next?
What happens when I close an account? The balance of the account is set to zero. The account is no longer enabled for transaction download. The account is no longer displayed in transaction entry lists.
How do I deactivate and reactivate my Quicken account? ›
Reactivating an account
- Go the Tools menu and select Account List.
- Select Edit for the account(s) with issues.
- Select Online Services on the Account Details screen.
- Select Deactivate.
- Click Yes for Would you like to deactivate this service?
- Once the service is deactivated, select Set Up Now.
After your Quicken Membership expires, you will no longer receive updates to the Quicken application. However, you may continue to use the version of Quicken you had at the time your Membership expired to open your data files and, for Quicken Deluxe and above, continue to use Quicken in a manual mode.
