|
Posted by peggy on March 18, 2008, 11:54 am
Please log in for more thread options
Thank you both RC and Laura for the great explanations.
Everything is working as it should now.
Thanks again so much.
peggy
> The folder structure looks like this:
>
> C:Main folder
> >working files here
> C:Main FolderBACKUPS
> >backup files here
>
> When you restore a file that was located in the BACKUPS folder a new file
> is created in the "Main folder". It is now a "working" file. When you go
> to backup this file, the backup is put into the BACKUPS folder.
>
> By using the appropriate commands - you open working files and restore
> backup files - the folder structure is retained.
>
>> "Great summary" indeed RC. Thank you very much!
>>
>> Laura,
>>
>> I think you hit the nail on the head!
>> I have been "Opening" the file instead of using the Restore function as
>> you say, which I am assuming you are saying that if I use restore then I
>> can indeed save back to that same folder?
>> peggy
>>
>>> Great summary RC.
>>>
>>> Another point for Peggy is that when you need to revert to a backup copy
>>> you have to use the RESTORE function instead of the OPEN function. Her
>>> multiple levels of folders is being caused by opening a backup file and
>>> then making another backup from there. Using the restore function will
>>> keep the folder structure intact.
>>>
>>>
>>>> Hi, Peggy.
>>>>
>>>> We review this subject a couple of times a year. Maybe it's time to do
>>>> it again. Quicken's backup system has not changed significantly in
>>>> several years, probably a decade or more, although there have been
>>>> minor variations from year to year.
>>>>
>>>> First, remember that what Quicken calls a "file" is actually a set of
>>>> related files, so we in this newsgroup often refer to the set as a
>>>> "fileset". The default name of the main Quicken Data File is
>>>> QDATA.QDF, and the fileset always includes the QDF file. In addition,
>>>> there will be up to a half-dozen other files, depending on how YOU use
>>>> Quicken. These will always have the QDATA filename plus an extension
>>>> like .QEL or .QTX, etc. You can change the QDATA default to a name of
>>>> your choice, of course, such as Peggy.QDF, but I'll use the default
>>>> here. Just recognize that when we say "Quicken file", we mean the full
>>>> fileset.
>>>>
>>>> Quicken provides for 3 kinds of backup:
>>>>
>>>> 1. Automatic backup. Every week, Quicken automatically creates a
>>>> backup of the full fileset in a subfolder of the folder that holds the
>>>> working fileset. Quicken automatically creates that subfolder about a
>>>> week after the Quicken installation and names it BACKUP (all CAPS). In
>>>> my case, my data file is in E:QuickenW, so my automatic backup folder
>>>> is E:QuickenWBACKUP. The first week, it adds a "1" to the name of
>>>> the file, so QDATA becomes QDATA1. The second week, Quicken first
>>>> renames all the QDATA1 files to QDATA2, and then it creates a new
>>>> QDATA1 set containing the current backup. In following weeks, each
>>>> existing filename gets incremented by 1 and a new QDATA 1 set is
>>>> created - until it gets to QDATA5. The next week - and every week
>>>> after that - QDATA5 is deleted, QDATA4 becomes QDATA5, and the newer
>>>> sets are incremented as before.
>>>>
>>>> 2. Manual backup. We can create a backup of the entire fileset
>>>> whenever we choose, simply by clicking File | Backup (or pressing
>>>> Ctrl+B or by clicking an icon we can put on the Tool Bar). This opens
>>>> a window where we can type in our choice of the destination folder for
>>>> the backup. This can be in a different folder, a different volume or
>>>> hard drive, or other media such as a CD/DVD or USB flash drive (or even
>>>> a floppy disk if your Quicken file is not too large). We can make as
>>>> many backups as we like, as often as we like, wherever we like.
>>>>
>>>> 3. Reminded backup. This is really the same as the manual backup,
>>>> but Quicken reminds us to do it when we Exit the program. Again, we
>>>> can put the backup file wherever we like.
>>>>
>>>> In Edit | Preferences | Quicken Program | Backup, we have 3 options.
>>>> The first says "Remind after running Quicken ___ times". This is set
>>>> to 3 times by default and it refers to the reminder in my "3" above.
>>>> The second option refers to the automatic backups ("1" above) and
>>>> specifies how many weeks' backup sets to keep; 5 is the default but you
>>>> can set it to as many as 9 weekly backups. The 3rd option is a box to
>>>> check whether to warn before overwriting old files; I turned this off
>>>> years ago because it was just an unneeded extra click.
>>>>
>>>> Quicken always handles the whole fileset (QDATA.QDF, QDATA.QEL, etc.)
>>>> as a unit, whether you are using "File | Backup" or "File | File
>>>> Operations | Copy". If you use any other software (like the Windows
>>>> Copy command), you will need to remember to include the whole set each
>>>> time.
>>>>
>>>>> says "Backup and Data must differ". I have to keep creating new
>>>>> folder
>>>>
>>>> Take a good look at the Quicken Backup window and read it carefully.
>>>> (I'm using Q2008 now and the box has changed slightly from prior years,
>>>> so I'm working partly from memory here.) The top line shows the name
>>>> of the file that is currently loaded into Quicken. If you try to
>>>> Backup to that same file in that same folder, you will get the error
>>>> message you saw. You must send the new backup to a different location,
>>>> and you can Browse to that folder. Note, too, that the box asks for
>>>> the backup FOLDER, not the FILE name. Quicken suggests to "Alternate
>>>> between two disks...", but I don't do that because I know that, even if
>>>> I mess up this time, I have my weekly automatic backup to fall back
>>>> on - and, even better, the current file is still loaded into Quicken
>>>> and I can backup again to a different location. In fact, every week or
>>>> so, I make two backups: first to my usual location and then to a
>>>> second location on a different drive, and often a third backup onto a
>>>> flash drive.
>>>>
>>>> Vista has some new security restrictions that you may run into. It
>>>> will not allow us to write into certain protected folders so we can't
>>>> put our manual backups into the Root of the Boot Volume (usually C:)
>>>> or into the Program Files folder.
>>>>
>>>> If you have questions, Peggy, you can check the archives of this
>>>> newsgroup. As I said, we've discussed this quite often.
>>>>
>>>> RC
>>>> --
>>>> R. C. White, CPA
>>>> San Marcos, TX
>>>> (Retired. No longer licensed to practice public accounting.)
>>>> rc@grandecom.net
>>>> Microsoft Windows MVP
>>>> (Currently running Quicken 2008 Deluxe in Vista Ultimate x64 SP1)
>>>>
>>>>> Could someone please explain to me how the backup procedure works in
>>>>> Quicken Basic 2007?
>>>>>
>>>>> I manually backup after every use to a file I have created and named
>>>>> myself for easy identification. I backup to this same folder on a
>>>>> regular (daily) basis with no problem. Say D:Vista Quicken for
>>>>> example.
>>>>>
>>>>> On occasion I have to go back in time and open an old archived file I
>>>>> have in another folder. Say C:XP Quicken. Then when I go back to my
>>>>> original file, D:Vista Quicken, and I open it but then when I want to
>>>>> back it up again to D:Vista Quicken where I always have before, I get
>>>>> a windows that says "Backup and Data must differ". I have to keep
>>>>> creating new folder names so I can continue to manually backup my
>>>>> file. I am running out of names! <G> Why can I no longer backup to
>>>>> the same folder I always had before opening another file?
>>>>> I hope I made this clear.
>>>>> peggy
>>>>
>>>
>>
>
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap