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Subject Author Date
Backup question Max 10-07-2007
Posted by Max on October 7, 2007, 10:12 pm
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I'm running Quicken 2006 and have a question about backups. I've looked
at the manual and online help but don't find an answer.

In my Cash Flow Center I have two accounts - Business Checking and
Personal Checking.

When I do a File | Backup, it's just backing up the file I have highlighted
(Business Checking for example) , right?

I mean, doing a File | Backup is not backing up ALL the data in Quicken is it?

For some reason my Quicken Data is in a different location than my
Quicken program (which is in C:Program FilesQuicken.

I don't remember why I told Quicken to put the Data on another Drive,
but I should probably reinstall and get it all back in one location.

thanks!




Posted by Noozer on October 8, 2007, 12:42 am
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> I'm running Quicken 2006 and have a question about backups. I've looked
> at the manual and online help but don't find an answer.
>
> In my Cash Flow Center I have two accounts - Business Checking and
> Personal Checking.
>
> When I do a File | Backup, it's just backing up the file I have
> highlighted
> (Business Checking for example) , right?
>
> I mean, doing a File | Backup is not backing up ALL the data in Quicken is
> it?
>
> For some reason my Quicken Data is in a different location than my
> Quicken program (which is in C:Program FilesQuicken.
>
> I don't remember why I told Quicken to put the Data on another Drive,
> but I should probably reinstall and get it all back in one location.

You don't want your program and data in the same directory. That is just
ASKING for trouble.



Posted by Guy Scharf on October 8, 2007, 1:40 am
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> When I do a File | Backup, it's just backing up the file I have
> highlighted (Business Checking for example) , right?
>
> I mean, doing a File | Backup is not backing up ALL the data in
> Quicken is it?

Yes, everything is being backed up. All of your accounts are in the
same file.

> For some reason my Quicken Data is in a different location than my
> Quicken program (which is in C:Program FilesQuicken.

That is normal. You can pick where you want the files to be. The
default location is probably somewhere in your documents directory. (I
keep mine on a separate drive in a directory E:Quicken that I created
for my Quicken files.

Guy

Posted by Max on October 8, 2007, 8:42 am
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>> I mean, doing a File | Backup is not backing up ALL the data in
>> Quicken is it?

>Yes, everything is being backed up. All of your accounts are in the
>same file.

Really? Then I think I've got my Quicken Data folder screwed up.

I think I've made this a lot more complicated than it needs to be. I
thought I needed a sub folder for each account.

Right now I've got a Folder called Quicken Data. In it are 3 sub folders
I've created named US Bank Business Checking, US Bank Personal Checking
and Washington Mutual Checking. Each of these sub folders contain QDATA
files with the extensions of IDX, QDF, QEL, QPH and a DAT file.

When I do a backup it asks me which file I want to back up. By default
it's pointing to J:/Quicken Data/US Bank Business Checking/QDATA.QDF,
which I now assume is my actual working data folder that Quicken is working
with. I back up this to a separate drive under US Bank Business Checking, and
then browse to the other sub folders and back up those QDATA.QDF files as
well in their separate backup sub folders.

So I can restructure my Quicken Data folder to just contain one copy of
these 5 files? And then maintain my backups of these 5 files in a separate
location, right?


Posted by Andrew on October 8, 2007, 8:26 am
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Max wrote:
>>> I mean, doing a File | Backup is not backing up ALL the data in
>>> Quicken is it?
>
>> Yes, everything is being backed up. All of your accounts are in the
>> same file.
>
> Really? Then I think I've got my Quicken Data folder screwed up.
>
> I think I've made this a lot more complicated than it needs to be. I
> thought I needed a sub folder for each account.
>
> Right now I've got a Folder called Quicken Data. In it are 3 sub
> folders I've created named US Bank Business Checking, US Bank
> Personal Checking
> and Washington Mutual Checking. Each of these sub folders contain
> QDATA files with the extensions of IDX, QDF, QEL, QPH and a DAT file.
>
> When I do a backup it asks me which file I want to back up. By
> default
> it's pointing to J:/Quicken Data/US Bank Business Checking/QDATA.QDF,
> which I now assume is my actual working data folder that Quicken is
> working with. I back up this to a separate drive under US Bank
> Business Checking, and then browse to the other sub folders and back
> up those QDATA.QDF files as well in their separate backup sub folders.
>
> So I can restructure my Quicken Data folder to just contain one copy
> of
> these 5 files? And then maintain my backups of these 5 files in a
> separate location, right?

Max - Each Quicken 'file' (or, what is sometimes called sometimes a
'fileset') is actually a number of individual Windows files (plural) such as
.qdf, .qel, etc. as you already know. Each individual Quicken file can
contain any number of 'accounts', such as checking, securities, CDs, etc.
By using Quicken to manipulate your backups and copying and other file
operations, you need not worry at all about the number and naming
conventions of the individual Windoes files that Quicken provides to you the
illusion of a single logical entity called the Quicken file.

Many people think that one should NOT combine business and personal accounts
either in your own banking world (that's why you have separate Business and
Personal checking as you said) or in Quicken as well - and I'm not about to
go into a holy war on this point which we debated already about 6 months ago
or so.

So my suggestion would be to have TWO Quicken data files, one for your
personal life and one for your business. One of those would contain two
accounts you mentioned, and the other would contain only one - from what
you've told us, I can't tell if "Washington Mutual Checking" is a business
or personal account. So you'd end up with something like (I'm just offering
suggestions of Quicke file names here to make a point) MAXPERS and MAXBUS
and all the associated files like MAXPERS.qdf, MAXBUS.qdf, MAXPERS.qel,
MAXBUS.qel, etc.

Hope this helps!
--
-------------------------------------------------------------
Regards -

- Andrew



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