Quicken backup vs sub-directory copy

Posted by P.Schuman on January 12, 2007, 8:23 am

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I may have just missed this discussion somewhere.....

To "backup" my Quicken 2004,
I usually just copy the entire "quicken data sub-dir"
that I have setup "my docs/quicken_files".

The other day, I had added a new mutual fund,
and downloaded the latest updates,
which created the new seucurity, and added the invested amount.

I then, as usual, copied the entire "/quicken_files" to my LAN disk
storage.
Later, I copied all those files to another laptop - like I usually do.
However, upon starting Q2004 on this other laptop,
I noticed that the new security and it's details was NOT included.
I then re-downloaded transactions, and it was then added.

SO - question -
If I copy the entire Quicken 2004 data sub-dir - is that a "backup" ??
or are there other files updated within the Quicken program sub-dirs
that might also be "included" during an actual "backup" function ?
I'll try this again, as I have some pending mutual fund transfers.

BTW - I'm posting from Google as the SBC/ATT news servers
have been hosed for the past couple of days and lost ALL msgs,
and are NOT posting any new ones !

tnx -

Posted by John Pollard on January 12, 2007, 4:21 pm

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P.Schuman wrote:

> I may have just missed this discussion somewhere.....

> To "backup" my Quicken 2004,

> I usually just copy the entire "quicken data sub-dir"

> that I have setup "my docs/quicken_files".

> The other day, I had added a new mutual fund,

> and downloaded the latest updates,

> which created the new seucurity, and added the invested

> amount.

> I then, as usual, copied the entire "/quicken_files" to

> my LAN disk storage.

> Later, I copied all those files to another laptop - like

> I usually do. However, upon starting Q2004 on this other

> laptop,

> I noticed that the new security and it's details was NOT

> included.

> I then re-downloaded transactions, and it was then added.

> SO - question -

> If I copy the entire Quicken 2004 data sub-dir - is that

> a "backup" ??

Yes.

> or are there other files updated within the

> Quicken program sub-dirs that might also be "included"

> during an actual "backup" function ?

No. You can satisfy yourself about this by just creating an
empty folder and doing a Quicken backup to it. If it contains
files not in your Quicken data folder, I'll be surprised.

I would look to one of those copies you did not succeeding,
leaving you using your previous data.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup

Posted by P.Schuman on January 18, 2007, 12:57 pm

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> P.Schuman wrote:

> > I may have just missed this discussion somewhere.....

> >

> > To "backup" my Quicken 2004,

> > I usually just copy the entire "quicken data sub-dir"

> > that I have setup "my docs/quicken_files".

> >

> > The other day, I had added a new mutual fund,

> > and downloaded the latest updates,

> > which created the new seucurity, and added the invested

> > amount.

> >

> > I then, as usual, copied the entire "/quicken_files" to

> > my LAN disk storage.

> > Later, I copied all those files to another laptop - like

> > I usually do. However, upon starting Q2004 on this other

> > laptop,

> > I noticed that the new security and it's details was NOT

> > included.

> > I then re-downloaded transactions, and it was then added.

> >

> > SO - question -

> > If I copy the entire Quicken 2004 data sub-dir - is that

> > a "backup" ??

> Yes.

> > or are there other files updated within the

> > Quicken program sub-dirs that might also be "included"

> > during an actual "backup" function ?

> No. You can satisfy yourself about this by just creating an

> empty folder and doing a Quicken backup to it. If it contains

> files not in your Quicken data folder, I'll be surprised.

> I would look to one of those copies you did not succeeding,

> leaving you using your previous data.

I looked for any other files modified with today's date
in /program files/quicken/
Didn't look thru ALL the other folders...

I found the .RMD .CFG .DAT .DIR and .QFI
so - these files are not backed up, and therefore not restored
but must somehow be rebuilt after the daily transaction download.