With COVID-19 affecting incomes and expenses, personal finance managers have become more important than ever. The app keeps track of your financial reports and a lot more critical data. So, if you are planning to upgrade to a new device for yourself, how do you set up your reports, data, accounts, and more Quicken settings on the old computer? How do you transfer Quicken to the new computer without losing any data?

Quicken interface

Stay here! In this article, we will demonstrate an automatic solution to transfer Quicken to a new computer, and we also provide detailed information on the manual way. If you are interested in learning how to move Quicken from one computer to another without reinstalling, download a third-party app mover - Todo PCTrans. Let's get started!

(Automatic translation) How to transfer Quicken to a new computer

That way, you can just hit the Transfer button and, after a few minutes, your new computer will have your Quicken files, with all your reports, data, and accounts intact. Both computers just need to download the tool Todo PCTrans. Its step-by-step wizard includes an “PC to PC” mode for moving apps between machines on the same network.

In addition, Todo PCTrans eases the burden of transferring files from one computer to another, 迁移 Windows 10 files from an old PC to a new one, as well as moving installed programs and accounts to other devices. Now, we've updated the app with features like "Data Rescue" and "App Management".

Tips:
If your two computers are not on the same local network, please refer to: https://www.tools.com/pc-transfer/transfer-data-software-applications-to-windows-10.html

3 Easy Steps to Move Quicken to Another Computer

Step 1: Run the Todo PCTrans tool on both computers

On the source computer, click Computer to Computer on the Todo PCTrans main screen, and proceed.

Select PC to PC transfer mode

Step 2: Choose which computer is the old one and which is the new one.

"New" - Transfer all data from an old computer to the current new one remotely.

"Old" – Transfer all data from your current device to the new computer.

Select transfer direction Select transfer direction

Step 3: Connect the two computers

1. Select the target computer to connect to by IP address or device name, then click "Connect."

2. Type the target computer's login password, then click “OK” to confirm.

If the target computer is not found in the device list, you can also click Add Computer to manually input the IP address or device name for connection.

Connect two computers

Step 4: Select the apps, programs, and software to transfer to the target computer

1. You choose and pick what you want to move from this computer to the target PC.

2. After selecting the apps and games you need, click on “Transfer” to start the process.

Transfer apps from one PC to another

Have you completed the transfer in Quicken? If you're looking to transfer to a different network, you can download the tool Todo PCTrans and choose "Backup & Restore," which would require an external drive to restore the backup files.

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(Manual process) Moving Quicken to a new computer

The manual method involves using the backup and restore functions within Quicken. You'll need to reinstall the software, create a backup file, move that file to an external device, and then restore it on the new device.

This section describes two manual methods for moving your Quicken data file to another computer. You'll need a USB drive or a Dropbox account to transfer the Quicken data.

How to Move Quicken to a New Computer

Step 1. Install Quicken on your new computer.

Since Quicken allows installation on multiple devices, you can download the latest version from their official website on your new PC.

Step 2: Backup your Quicken data file to a USB/Dropbox.

Open Quicken on your old computer, and click the File option in the top-left corner. Click Backup and Restore, then click Backup Quicken File.

A backup window will then pop up, where you choose the backup location and move to your USB drive. After that, you can click on “Start Backup” to begin the process.

Quick Backup and Restore

Step 3. Restore the backup on your new computer.

Connect the external drive containing your Quicken files to the new computer.

Drag the backup file from File Explorer. Open Quicken again, and select “File” once more, then click “Restore from Backup File.

Go to the location of your Quicken file, select the Restore option, and click OK.

Quick Backup Window

How to Transfer Quicken Online to a New Computer

Online is a good way to go if you need to move Quicken to another computer, say, one in Dropbox. Quicken works with Dropbox to offer 5 GB of free backup space.

Backup and Restore with Dropbox

Step 1: Log in to your Dropbox account or sign up for a new one.

< strong > Step 2. Go to File > Backup & Restore > Save to Dropbox.

Step 3: Choose Backup Now.

Sign in to Dropbox on your new computer.

Step 5: Open Quicken, click File > Backup and Restore > Restore from Backup.

Step 6. Go to the Dropbox location and click Restore.