What is the Quicken Cloud? (2024)

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What to know:

The Quicken Cloud stores and transmits your information between Quicken Desktop, Quicken Mobile, and Quicken on the Web. A Quicken Cloud account is automatically created when you create a Quicken ID, but you do not have to use it.

Also,the Quicken Cloud is not a backup; you can't restore Quicken data from the Quicken Cloud, and you can't access the Quicken Cloud from anywhere except the desktop and mobile Quicken products. Data also cannot be exported from the Quicken Cloud.If you're looking for a cloud backup service for Quicken, please see this information about Dropbox and Quicken.

If you would like to turn off the Cloud sync from your One Step Update, simplyuncheckthe box next toSync to Quicken Cloudin the One Step Update Settings screen.

What is the Quicken Cloud? (1)

  • The Quicken Cloud automatically downloads the latest transactions from your banks.You'll always have the latest transactions on your mobile device or with Quicken on the Web.This will allow you to view and edittransactions from anywhere you have internet access. Please keep in mind the data in the Quicken Cloud is not a backup. The actual data/data file is still stored on your desktop.The data in the Quicken Cloud cannot be used to restore your Quicken Desktop data.
  • After you set up mobile & web sync in your Quicken file, you'll begin syncing transactions to the Quicken Cloud, and you can then sync from the Quicken Cloud to your mobile device orQuicken on the Web. When you use Quicken Mobile or Quicken on the Web, the Quicken Cloud will store any changes you make to your transactions; be sure to sync your cloud data on Quicken Desktop (Windows or Mac) before making changes on the desktop software, otherwise, changes you've made on web or mobile may be overwritten in your desktop data file.
  • Information moves in both directionsbetween your desktop and the Quicken Cloud, and from your Cloud account to Quicken desktop. Two-way sync means that transaction updates (like categorizing a transaction, adding a recent purchase, or attaching a receipt) on the mobile device will sync to your Quicken desktop program and be added to your Quicken file.
  • After syncing, everything will match:transactions, balances, and budget results, regardless of where you choose to view your data. There is no limit to the amount of data in a file that can be synced to the Quicken Cloud. Please note, transactions will only sync back to May 1st, 2017.
  • You should use your QuickenID to log in to Quicken Mobile and Quicken on the Web. Your Quicken file is associated with your Quicken ID; log in with your Quicken ID to sync your mobile device to your Quicken file.
  • The Quicken Cloud data can nowbe deleted, although at least one data file needs to be synced to the cloud. You can find stepshere.

Last updated: 07/12/2023 Article ID: GEN86287

What is the Quicken Cloud? (2024)


Can I use Quicken without the cloud? ›

Quicken will remain a desktop program and your data will continue to be stored on your computer. Quicken has a cloud sync feature if you would like to use the Quicken Mobile App or Quicken on the Web, but this is optional.

Does Quicken automatically backup to the cloud? ›

Important: Quicken Cloud

A cloud backup is not automatically created when you back up your data file. However, the Subscription Release of Quicken includes 5GB of online storage with Dropbox that you can use for your Quicken backup files.

What does it mean to reset Quicken cloud? ›

After you've set up your Quicken desktop software, you might decide (for whatever reason) that you want to reset all your data on your Quicken Cloud. Resetting your Cloud data deletes the cloud data associated with the currently opened data file and then immediately re-syncs your data for the same time period.

How long does it take to sync Quicken and Quicken cloud? ›

This can vary depending on how many accounts you're trying to sync, internet speed, etc. However, a regular cloud sync should still not take more than 5 minutes unless your internet is very slow or you have lots of accounts you're trying to sync.

Is there a software like Quicken without subscription? ›

What is the best free alternative to Quicken? Personal Capital (Empower) is the best free Quicken replacement. It comes with nearly every feature Quicken offers, and money additional tools. It's particularly well suited for those who want to manage all of their money in one place, including investments.

How do I stop Quicken from updating to the cloud? ›

If you wish to turn off syncing to the Quicken Cloud, then please follow the steps below to turn off Cloud Sync.
  1. Navigate to Edit.
  2. Preferences...
  3. Mobile & Web.
  4. Change sync to OFF.
Feb 28, 2021

How many Quicken backups should I keep? ›

You can keep as many as 99 backups, but that can take up a lot of space. Most people find that between 5 and 20 backups is sufficient. Select this option to have Quicken periodically remind you to make a backup copy of your file.

Where does Quicken store my data? ›

By default, Quicken stores files in the Quicken folder. In File Explorer, open My Documents > Quicken. If Quicken reveals more than one . QDF file on your computer, make sure that you open the one that you want.

How do I transfer Quicken from old computer to new computer? ›

How do I move/transfer my Quicken data file from one computer to another? [Support Article] Install Quicken on your new computer, then save your Quicken data file backup on an external drive or Dropbox. Move your Quicken backup file to the new computer, then open Quicken and restore the backup file.

What happens if I don't renew Quicken Deluxe? ›

if your subscription expired before that new update, you won't be able to open your Quicken file. Not to worry, you can still 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.

How do I remove Quicken data from the cloud? ›

Here's how:

In the left pane, select Quicken ID & Cloud Accounts. In the right pane, under Cloud Account Details, click Cloud accounts associated with this Quicken ID. In the Cloud Account dialog, select the account you want to delete. Type yes, and then click Delete to confirm the action.

Is it OK to delete old Quicken backup files? ›

Each backup is a complete copy of your Q data file as of the time of the backup. So you don't need to keep all of them. HOWEVER, data corruption can lurk undetected for a while before your copy of Q crashed due to data corruption. So, it's your call how many you want to keep.

How many years should you keep in Quicken? ›

For most people, it is best to keep only a year to two years of data in the current file, so that Quicken can work with the data quickly and efficiently.

How far back can you download transactions in Quicken? ›

When you set up an online account and download transactions, you will only see a limited number of transactions, usually the last 90 days of transactions.

How often should I start a new Quicken file? ›

  1. Create a new data file only when you want to keep accounts completely separate (for example, if you track a business and you want to keep personal and business data completely separate). ...
  2. Quicken can display up to 50 data files in one folder.
Mar 1, 2022

Can Quicken be used manually? ›

Most of the time, you'll update your spending accounts by downloading transactions and balances directly from your bank. However, you may choose to have a manual (offline) account or have another reason to enter a transaction. Open the account you want to use.

Is there a desktop version of Quicken? ›

Quicken software has grown considerably ever since, and it now has an online and a desktop version. Quicken used to be one of the few options for manually recording personal finances on a spreadsheet. Personal financial software is available in a wide variety nowadays.

Can I use old Quicken software? ›

Not to worry, you can still 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. For more information, check out our Data Access Guarantee.

How do I open Quicken offline? ›

Answers. According to several answers in the forum you need to disable each network adapter or you can try Airplane Mode in Windows to use Quicken offline. If you disable your network connection(s), you should be able to use Quicken in offline mode.

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