Backing up 'Renaming Rules"

Posted by Alex Moreau on June 5, 2006, 10:28 pm

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Which file should be backed up in order to retain the renaming rules for
downloaded transactions?

Thanks,
Alex

Posted by John Pollard on June 5, 2006, 10:37 pm

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> Which file should be backed up in order to retain the renaming

> rules for downloaded transactions?

Your Quicken data is contained in multiple files; when you
backup, you back them all up. You can't usefully backup
anything less than all of them.

Posted by Alex Moreau on June 6, 2006, 2:16 am

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>> Which file should be backed up in order to retain the renaming rules for

>> downloaded transactions?

Hi John,
I just reinstalled Quicken (and pointed it to my data drive) on a fresh XP
install and Quicken seems to have forgotten its naming rules, or should I
say the memorized names of the renaming rules? Anyway, too late now, but was
looking to avoid similar issues in the future.

Thanks,
Alex

> Your Quicken data is contained in multiple files; when you backup, you

> back them all up. You can't usefully backup anything less than all of

> them.

Posted by John Pollard on June 6, 2006, 8:42 am

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> I just reinstalled Quicken (and pointed it to my data drive)

> on a fresh XP install and Quicken seems to have forgotten

> its naming rules, or should I say the memorized names of the

> renaming rules? Anyway, too late now, but was looking to avoid

> similar issues in the future.

I don't think that is likely; reinstallling Quicken has no
effect on your data (and your backed up data would contain the
renaming rules, so a restore would get them back, if they were
"lost"). But reinstalling might have an effect on your
"Preferences". You may want to check them to see if Quicken
still thinks it is supposed to apply renaming rules.

Edit > Preferences > Quicken Program > Downloaded transactions

Posted by Alex Moreau on June 6, 2006, 9:20 am

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430 No such article

>> I just reinstalled Quicken (and pointed it to my data drive) on a fresh

>> XP install and Quicken seems to have forgotten its naming rules, or

>> should I say the memorized names of the renaming rules? Anyway, too late

>> now, but was looking to avoid similar issues in the future.

> I don't think that is likely; reinstallling Quicken has no effect on your

> data (and your backed up data would contain the renaming rules, so a

> restore would get them back, if they were "lost").

Yes, one would think so, but that *has* happened here.

> But reinstalling might have an effect on your "Preferences". You may

> want to check them to see if Quicken still thinks it is supposed to apply

> renaming rules.

A good thought, and the first thing I always check is preferences. Renaming
was turned on (as it is by default). Anyway, the point is moot, other than
to shoot for prevention for the next time. But, if the data is supposed to
be contained within the data file or back up file, I suppose the goal itself
is moot.

Thanks for your time,
Alex

> Edit > Preferences > Quicken Program > Downloaded transactions