![]() Quite often, the developers are making changes right up until a release, so there are often differences between a beta release and the public release - hopefully for the better, but sometimes a late change causes a problem. That doesn't guarantee everything works perfectly the first time out of the gate. I participate in beta testing, so in most cases the more major updates (6.0, 6.1, 6.2, etc.) are ones I've already been able to preview and try out. ![]() This will not only protect Quicken, but also all your other important data on your I usually do accept the updates as they come out, but there's no reason you can't wait a little if it makes you feel more comfortable. More generally, if you are not already, I STRONGLY recommend that you get an inexpensive external hard drive of at least double the capacity of your internal HD/SSD and run macOS Time Machine. Personally, I have automation set up that locally encrypts my backup file before uploading to Dropbox, but that gets a bit technical. (Don't store your working Quicken file in the cloud - that's not supported.) If you are going to store backups in the cloud, I recommend you set a file password (menu File > Set File Password) so that the file in encrypted locally and you are not reliant on the cloud service's security. That provides you with an offsite backup. You can set the backup folder location to Dropbox, iCloud Drive or another cloud storage. ![]() By recovering the app from the trash and the special pre-update backup, you can revert to before you did the update if needed.įor general backup, yes, I have Quicken set to backup every time the program is closed. When Quicken updates the app, the old app is moved to the trash. These are separate from any automatic backups you may have set up. You can view the backup folder by clicking menu File > Show Backups in Finder. Whenever you update, Quicken automatically makes a special backup which will be named "BACKUP (Pre-Update) - YourFileName 2021-MM-DD" and placed in your backup folder. I usually wait until the 6.X.1 version comes out before updating the desktop, but not always. I update the laptop first and make sure that's good for a while before updating the desktop. I run a 2nd copy on my laptop with a copy of my data file.
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