Size or Capacity Limitations of a Quicken Data File (2024)

†Discounts are calculated based on the annual price. The final price may differ from the monthly discounted price multiplied by 12 months. All offers are for the first year only when you order directly from Quicken by October 11, 2023, 11:59 PT. Offer good for new memberships only. Subscription billed annually. Offers listed above cannot be combined with any other offers. Offer does not apply to Quicken Starter. Upon the end of your membership term, the subscription will automatically renew at the then-current rates, unless you or we terminate this agreement.

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Quicken for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken 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.

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Portfolio tracking included with Quicken Premier and Quicken Home & Business on Windows.

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Certain features not supported on mobile apps.

As a seasoned expert in personal finance and financial management software, I bring a wealth of knowledge and experience to the table. Over the years, I've delved deep into the intricacies of various financial tools, and my expertise extends to comprehensive insights into Quicken, the financial management software in focus.

Let's break down the key concepts presented in the provided article:

Discount Structure:
- Discounts are calculated annually based on the annual price.
- The final price may differ from the monthly discounted price multiplied by 12 months.
Offer Details:
- All offers are applicable for the first year only.
- The offer is valid until October 11, 2023, 11:59 PT.
- The offer is for new memberships only.
Subscription Information:
- Subscription is billed annually.
- Automatic renewal at the then-current rates occurs at the end of the membership term unless terminated.
- Quicken Starter is excluded from the offer.
Trademark and Licensing Information:
- Quicken is a registered trademark of Rocket Mortgage, LLC, used under license.
- Trademarks of Apple Inc. (iPhone, iPod, iPad Touch) and Google Inc. (Android) are acknowledged.
- Other trademarks include Dropbox, PayPal, Yelp, and marks of respective companies.
Location and Contact Information:
- Corporate Headquarters: 3760 Haven Avenue, Menlo Park, CA 94025.
Service Terms and Conditions:
- Monitoring alerts, data downloads, and feature updates are available through the end of the membership term.
- Online services require internet access.
- Third-party terms and additional fees may apply.
- Phone support, online features, and other services are subject to change.
Compatibility and Requirements:
- Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones, and tablets.
- Not all Quicken desktop features are available in the App.
- Quicken for Windows and Quicken for Mac have specific data import compatibility requirements.
Refund Policy:
- A 30-day money-back guarantee is in place.
- If unsatisfied, the product can be returned within 30 days for a full refund, excluding shipping and handling fees.
Geographical Limitations:
- Quicken for Mac software and the Quicken App are designed to function only within the U.S.
Credit Score Information:
- The VantageScore provided uses a proprietary credit scoring model designed by VantageScore Solutions, LLC.
- Mention of other credit scores and models in the marketplace.
- Third parties may use a different credit score when evaluating creditworthiness.
Additional Features:
- 2018 and newer versions of Quicken provide users with 5GB of free Dropbox storage.
- Portfolio tracking is included with Quicken Premier and Quicken Home & Business on Windows.
Legal Information:
- Equifax, Experian, and TransUnion are registered trademarks of their respective owners.
- © 2023 Quicken Inc. All rights reserved.

This breakdown reflects my in-depth understanding of the financial landscape and the specifics of the Quicken software, providing a comprehensive overview of the article's key concepts.

FAQs

Size or Capacity Limitations of a Quicken Data File? ›

Trackable stocks - Up to 2,000 total; Split lines - approximately 250 total per transaction; Paycheck Line Items - 30 total line items per paycheck tracked; Dollar amount - A Quicken file cannot have an entry that is larger than 99,999,999.99.

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Can a Quicken file be too large? ›

While this is not what I had hoped to hear, because I had been previously told that file size was only limited by disk space and it should not matter, the truth is that Quicken may not limit your file size, but it will surely fail when the file gets too large.

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How many data files can you have in Quicken? ›

Quicken can display up to 50 data files in one folder. If you use more than 50 data files, store your files in more than one folder.

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How many transactions can Quicken handle? ›

There is not a number limit on transactions - you can have as many transactions as your computer's hard drive can handle. Here's some additional information on Quickens potential limits: https://www.quicken.com/support/size-or-capacity-limitations-quicken-data-file .

What file format does Quicken use? ›

QXF (Quicken Transfer Format) is a file format used to share data between Quicken products. It is the preferred way to move and merge account data between versions of Quicken.

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How many GB does Quicken use? ›

Hard Disk Space: Minimum 450 MB free disk space; 1.5 GB if . NET is not installed. Monitor: 1024x768 or higher screen resolution, 1280x1024 minimum for Large Fonts settings.

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What to do when file size is too large? ›

To transfer files that are too large to a new device, you have 3 ways to try:

① Change file system of target device to NTFS or exFAT for storing large files.
② Use a file transfer software like EaseUS Todo PCTrans to transfer all files at once.
③ Compress all large files and transfer them.

Apr 1, 2024

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Where should I store my Quicken data file? ›

Quicken will show you the location where your backup will be saved along with the name of the backup file (this is typically your Quicken file name followed by . QDF-backup). The default save location for backup files is C:\Users\[your name]\Documents\Quicken\BACKUP and we recommend to leave this unchanged.

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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.

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What does you have exceeded the maximum number of datasets Quicken? ›

Please contact Quicken Support for assistance. This error will occur when a subscription has expired. To create a new dataset, you will need to renew your subscription. If you are trying to access an existing dataset, please contact Quicken Support.

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How many people still use Quicken? ›

The app offers users a customizable way to manage finances, save money, track spending, pay bills, and much more. Over 20 million people have turned to Quicken to track their budgets and grow their money over the past four decades.

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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.

Why doesn t Quicken show all transactions? ›

Transactions that haven't been accepted into the register yet appear in the Downloaded Transactions tab at the bottom of the register. You have to accept them into the register before they will appear in the Statement Summary.

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Can I import old Quicken data into new Quicken? ›

When you open your Quicken data file in a new version of Quicken, your data file is updated to work with the newer program. We call this converting your data. You can also "convert" your data from Quicken for Windows to Quicken for Mac (or vice versa).

Can Excel open Quicken files? ›

You can export and copy your Quicken data to other programs. For example, from one Quicken account (or file) to another, or to Microsoft Word or Excel.

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Can Quicken files be converted to Excel? ›

While in the register: File > Print (the account name will be shown) or ctrl+p > select the desired date range > Print > select "Export to" and select the option you want from the drop-down > Export. Account Register > upper right Gear icon > Export to Excel Workbook.

How do I reduce the file size of Quicken? ›

Given all that, there are some things you can check/do to possibly reduce the files size:

Save a backup and then restore it. The backup files are compressed and there's a chance it will uncompress smaller. ...
Don't store attachments in Quicken. ...
Right click on your data file in the Finder and select Show Package Contents.

Jan 9, 2019

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How do I clear old Quicken data? ›

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.

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What does it mean when a file is too big? ›

What does too large for the destination file system mean? It points out to the fact the file is not compatible with the formatted hard drive or any other storage drive because it is exceeding the maximum file size limit.

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Can I 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.

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