Click Run to begin. If you're using Google Chrome, click the download progress button at the bottom left corner of the window after the download is complete. If you're using Firefox, click Save File. Click the download icon in the upper right corner then select the Quicken EXE file. Follow the on-screen instructions to complete the installation.
Click Let's go to get started. Click Install on the Ready to install prompt. When the installation is complete, click Done. Enter your Quicken ID and Password. This process verifies your information and helps keep your account safe. If prompted, enter your Activation Code. An Activation Code is only necessary when Quicken is purchased from a retail store. For more information on product activation, click here.
Select one of the on-screen options. If you are using an older version of Quicken, you can upgrade to the latest version of Quicken. When you buy Quicken from Quicken. If you are using the latest version of Quicken, or if you are using an older version and do not want to upgrade or purchase a download option, there is one other option. Go here for more details. If you need help with any of the steps above, Contact Quicken Support. Was this article helpful?
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Toggle Notices. Errors updating Charles Schwab accounts. Error CC with Citi. Unexpected Email or Text to verify info. Error Updating Capital One Accounts. Welcome to Quicken Video University! Here you'll find quick video guides for doing almost everything in Quicken for Windows. We're always adding videos, so come back here any time you want to learn more about Quicken. Care Support Help Links:.
These videos take you through the process step-by-step. Unexpected Email or Text to verify info. Error Updating Capital One Accounts. Windows Mac. You'll have two options for backing up your data: you can back up to your computer or an external drive like a USB thumb drive , or, you can use Dropbox. To help identify your latest backup, you can put a check next to Add date to backup file name. Quicken will display the location where your backup will be saved in along with the name of the backup file this is typically your Quicken file name followed by.
If you want to change this location, click Change After making your selection, click Save. Click Back up Now. Open Quicken. Select Back up on my computer or hard drive CD, hard drive, thumb drive , then if necessary click Change Click Back up Now to start the backup process. Select Restore from your backup , then click Browse. Browse your computer or external media to find the backup file you want to restore. The Quicken backup file has the extension. Select the file to restore and click Open then Restore Backup.
On the following prompt you will be given the option to overwrite the file you have open or to create a copy of the backup you're restoring. If you Create a copy , you will need to select a location to save the copy to and you will also need to give the copy a unique file name. After naming the file and selecting the location, click Save , then click Yes to open the restored file. If you are restoring a file over the current file, click OK to overwrite the current file then click Yes to open the restored file.
Under Setup on the left, choose Backup. Make sure there is a check mark next to Automatic Backups. Choose to back up your Quicken data file after running Quicken X times between 1 - Choose how many backup data files you would like to save between 1 - 99 copies.
Select Restore from automatic backups. Select the file to restore. Click Restore Backup. Choose a place on your Mac to save the file. You can save it anywhere, including a flash drive.
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