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How To Add, Change, or Remove a Quicken Data File Password

Updated: 12/17/2014 | Article ID: GEN82394

To protect transactions in a Quicken data file from unauthorized changes, you can set up two kinds of passwords in Quicken:

  • Create a file password
    File passwords discourage unauthorized access to your entire Quicken data file. After you set up a file password, you can't open the file to access any of the accounts within it unless you enter the password correctly. A file password doesn't protect a file from being deleted, copied, or renamed; however, the file password remains in effect for files that are copied or renamed.

    1. Choose File menu > Open Quicken File to open the data file you want to protect with a password. 2. Choose File menu > Set Password for this data file.
    3. In the New Password field, type the password. 
    • What are the password requirements?
      You can type up to 16 characters, including spaces. Quicken is case sensitive. This means that if you specify aBc987, you must type aBc987 and not abc987 or ABC987.
    4. In the Confirm Password field, reenter the same password.
    5. Click OK
    • What happens next?
      After you set up a file password, you can't open the file unless you enter the password correctly. If you cannot remember your password, Intuit offers a password removal service.

      A file password doesn't protect your file from being copied, deleted, or renamed. If your file is renamed or copied, the password remains in effect.
  • Create a transaction password
    Transaction passwords protect all transactions before a certain date. After you set up a transaction password, Quicken will prompt you for the password before you can record changes to any of the transactions dated on or before the date you specified. (You might use a transaction password when you close an accounting period so that no one accidentally changes transactions within that period.)

    1. Choose File menu > Open Quicken File to open the data file that contains the transactions you want to protect with a password. 2. Choose File menu > Set Password to modify transactions.
    3. In the Password field, type the password.
    • What are the password requirements?
      You can type up to 16 characters, including spaces. Quicken is case sensitive. This means that if you specify aBc987, you must type aBc987 and not abc987 or ABC987.
    4. In the Confirm Password field, reenter the same password.
    5. In the Required For Dates Through field, enter the date of the last transaction you want the password to apply to.
    6. Click OK
    • What happens next?
      From now on, Quicken prompts you for the password before you can record changes to any of the transactions dated on or before the date you specified. You can use this as a reminder not to change transactions for a specific accounting period by setting the date for the close of the accounting period.

      If you cannot remember your password, Intuit offers a password removal service.

Notes

  • Tips about choosing a secure password
    • Choose passwords that are easy to remember but difficult to guess. Consider using the first letter of each word in a phrase and include a special symbol such as an exclamation mark or colon in the middle of the phrase (rather than at the beginning or end). Avoid using personal information such as nicknames, license numbers, Social Security numbers, and so on, as well as words that can be found in English or foreign language dictionaries.
    • Don't write down passwords.
    • Change passwords from time to time.
    • Don't share passwords.
  • Tips about changing a password
    If a data file is already protected by a file password, Quicken displays an Old Password field. Type the current password in this field, and then type the new password in the New Password and Confirm Password fields.
  • Tips about removing a password
    If a data file is already protected by a file password, Quicken displays an Old Password field. Type the current password in this field, and then make sure the New Password and Confirm Password fields are empty.

 

 
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