How Do I Add or Remove a Quicken Data File Password?

Quicken for Windows 2014
Quicken for Windows 2015
Quicken for Windows 2016
Quicken for Windows 2017

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.
    • What are the password requirements?
      There is no specific password requirement. For security purposes and to make the password stronger, we recommend the following: the password should have 8 or more characters, upper case and lower case letters (e.g. Aa), a number (e.g. 1234) and a symbol (e.g. !@#$).
  3. In Quicken for Windows 2016 and older versions, you have the options to use your Intuit ID password or create a custom password.

     

    In Quicken for Windows 2017 you have the options to set a custom password or use the data file without a password.

     

  4. 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, Quicken 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.

NOTE: In Quicken for Windows 2017 you can only create a custom data file password. You no longer have the option to use your Intuit ID as the data file password.

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.
  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, Quicken offers a password removal service.

Remove a file password

  1. If a data file is already password protected, open the file.
  2. Go to the file menu then select, Set Password for this data file...
  3. Choose, I do not want to use data file password.

      4. Enter your existing password to approve the change.
      5. Click OK.

Remove a transaction password

  1. Go to the file. Select, Set Password to modify transactions...
  2. Enter the old password.
  3. To remove the old password, leave the New and Confirm fields blank.
  4. Click OK.

Notes

Tips about deciding which type of password you need

File passwords protect an entire data file, that is, every account within the data file. Transaction passwords protect all the transactions in a file that occurred before a specified date.

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 if a password does not work

Additional troubleshooting information is available.

File passwords vs. Password Vault passwords

A file password protects an entire Quicken data file; a Password Vault password protects only the passwords stored within the Password Vault.

If you forget your data file password, Quicken offers a password removal service; if you forget your Password Vault password, Quicken cannot remove the password. You must delete and reset the Password Vault to use it again.

To further secure your Quicken data, we recommend that you create a User Password in Windows. To do so, choose Start menu > Control Panel > User Accounts.

 

 

Search Support:

Search form

Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.