The Quick-and-Dirty Way to Backup Quicken 2015

By Stephen L. Nelson

You should back up the files that Quicken uses to store your financial records. But you need to know how to back up before you can back up. You’re busy. You don’t have time to fool around. You just want to do a passable job backing up files. Sound like your situation? Then follow these steps:

1Insert a writable CD into the appropriate drive or a flash drive into a USB port.

You can back up to any disc or storage device you can write to, such as a writable CD or flash drive. You need to know only which letters your computer uses to label its drives. If you don’t, consult the documentation that came with your computer.

2Verify that the file you want to back up is active.

Expand the Accounts bar (if necessary) and then make sure that it displays one of the accounts in the file you want to back up. (If you don’t remember setting up multiple files, don’t worry. You probably have only one file — the usual case.)

3Start the backup operation by choosing File→Backup and Restore→Backup Quicken File.

Quicken displays the Quicken Backup dialog box.

4Identify the backup drive.

Select the Back Up on My Computer option button. Then verify that the disk letter shown in the text box is the one you want to use for backing up. If it isn’t, click the Change button. When Quicken displays the Enter Backup File Name dialog box, select the correct disk.

You can use any removable media, including a flash drive, a recordable CD, or even an external hard disk.

5Click OK.

You see a message onscreen that says, “Aye, Cap’n, I’m working just as fast as I can” (or something to that effect). Then you see a message that says the backup is complete. Don’t worry. You’ll never see a message that says, “She’s starting to break up, Cap’n. She can’t take warp 9 much longer.”

You see a warning message if the file you want to back up is too large. In this case, you need to shrink the file, use a different disk, or use multiple disks.