Can I save each calendar year as a separate file? (2024)

Can I save each calendar year as a separate file? (1)

ramjetx Member

Before I went from Quicken 2007 to a subscription, I was able to "start a new year" thus allowing me to save each individual calendar year as a separate file which I placed on an external drive for safe keeping. Am I able to do that with the latest subscription v. 6.5.1?

  • Can I save each calendar year as a separate file? (2)

    jacobs SuperUser, Mac Beta Beta

    No. That functionality in the old versions of Quicken basically existed because there were file size limitations and data corruption issues with the database that program used. The industrial database used in modern Quicken has no size limitations and no corruption issue, so the developers have not created a similar feature.

    One of the benefits of Quicken is having all your financial data in one place, and separating it out by year makes search back through your history a more difficult job. Many people (myself included) have upwards of 20 years of data in our data file. Every register and every report can be filters to show just data from the current year or past year if you find seeing all the old data gets in your way.

    For safe keeping, by all means you want to have regular backups and save them in case something should go wrong and you need to go back in time. Quicken makes automatic backups every time your quit, and I have it set to retain the most recent 25 of these backups. I also generate a manual backup roughly once a month, so I have a permanent collection of backups going back years. And my live data file plus my backups and all my other data is backed up continuously by the Time Machine software built into macOS, as well as by a cloud backup service (iDrive) so I have off-site backups. One can never have too many backups! But you don't need to separate your Quicken data file each year to safely back up your data.

    Quicken Mac Subscription • Quicken user since 1993

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Can I save each calendar year as a separate file? (2024)


Should I start a new Quicken file for each year? ›

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. Sometime in the future we guarantee you will want to see something and you won't be able to merge them back together.

What does Quicken cost per year? ›

Overview. Quicken Classic subscription pricing will be updated in 2024. Starter: $47.88/year - an increase of $6. Deluxe: $71.88/year - an increase of $12.

How many Quicken backups should I keep? ›

Yearly: Keep one per year for the last 7 years. Monthly: Keep one monthly for the last 24 months. Daily: Keep the last 60 days ~20 files since I use Quicken about twice a week.

How do I start over with Quicken? ›

You can create a new Quicken file by navigating to File > New > Start from Scratch.

Can I delete old 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.

Does Quicken stop after 1 year? ›

No. Quicken doesn't offer a perpetual license. I suppose that is because it is a consumer / retail program. You'll need to renew your subscription every year (although from time to time I believe that they offer subscriptions that may run longer than a year, but none are perpetual.

How do I use Quicken after expiration? ›

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.

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