renaming file in Q 2011 desktop


J

Jeff

Now that Quicken creates just one file instead of the many files it used
to, how does one rename a file? Is it OK to just rename the file itself
or does it need to be done from within Quicken as it used to have to be?

(Better safe than sorry ....)

Jeff
 
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T

Tim Conway

Now that Quicken creates just one file instead of the many files it used
to, how does one rename a file? Is it OK to just rename the file itself or
does it need to be done from within Quicken as it used to have to be?

(Better safe than sorry ....)
I'm guessing here, but it seems it would probably be safer to do it from
within Quicken so it knows where to look for it. Other than that I don't
see a problem.
 
P

ps56k

Now that Quicken creates just one file instead of the many files it used
to, how does one rename a file? Is it OK to just rename the file itself or
does it need to be done from within Quicken as it used to have to be?

(Better safe than sorry ....)

Jeff
Logic would say it doesn't matter -
as if the file were externally created on a flash drive...
You would have to find & Open it manually first, to set the "last used"
stamp...
 
J

John Pollard

Now that Quicken creates just one file instead of the many files it used
to, how does one rename a file? Is it OK to just rename the file itself
or does it need to be done from within Quicken as it used to have to be?
 
J

Jeff

Now that Quicken creates just one file instead of the many files it used
to, how does one rename a file? Is it OK to just rename the file itself
or does it need to be done from within Quicken as it used to have to be?

---------------------------------------------

I think Intuit has already made the decision for you: there is no longer
a "rename" feature in the newer versions of Quicken (the ones with all
your data in a single Windows file).
That is why I asked the question. The rename function seems to have
disappeared but I was not sure if I just could not find it.
Thanks John.
 
P

ps56k

They probably had it for the early versions
where all the separate Q files had to be renamed together...
and mere mortals could not be trusted to perform that task.
And now - well - single file rename should be doable by most people -
 
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R

R. C. White

Hi, John.

I haven't tried it, but can't we just Save a copy as... a new name? And
then open that copy with the new name? And then, optionally, delete the
original file?

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
(e-mail address removed)
Microsoft Windows MVP (2002-2010)
(Using Quicken 2012 Deluxe R 5 and Windows Live Mail in Win7 x64)


"John Pollard" wrote in message

Now that Quicken creates just one file instead of the many files it used
to, how does one rename a file? Is it OK to just rename the file itself
or does it need to be done from within Quicken as it used to have to be?
 
M

Margaret

R. C. White said:
Hi, John.

I haven't tried it, but can't we just Save a copy as... a new name? And
then open that copy with the new name? And then, optionally, delete the
original file?
Indeed we can, RC! :)

Regards,

Margaret
 
H

Han

Indeed we can, RC! :)

Regards,

Margaret
It's what I do, when I feel like it. As a matter of fact, I'll do it next
because something in my Discover card downloads might be screwed up. I
keep getting some double downloads, i.e. repeat downloads of transacrions
already downloaded and matched. Maybe making a new file without all the
deletions/overwrites in the database would be smarter.
 
A

Andrew

But I have always wondered why Intuit decided to drop the rename
function within Quicken. I think it causes more worries and angst than
it solved. I would have preferred it to stay rather than having to drag
up Windows Explorer to do a rename, however rare.
 
H

Han

Andrew said:
But I have always wondered why Intuit decided to drop the rename
function within Quicken. I think it causes more worries and angst than
it solved. I would have preferred it to stay rather than having to drag
up Windows Explorer to do a rename, however rare.
Andrew, things change, but in essence they stay the same.
The rename menu item disappeared, but the save as is still there and does
the same thing and more. From a database point of view it is impportant to
occasionally clear the "empty space" that is generated when a database item
is modified. As I understand it, a database system has a whole bunch of
records, and whenever one is modified (as YOU see it), the old record is
listed in the index as unavailable, while a new record takes its place. So
eventually you are left with a whole lot of "unavailable" or empty records,
taking up space and increasing the chance of read/write errors. The "save
as" function cleans that up. Just renaming a file doesn't. Another plus
of the save as is that the old file is still there in case you want to go
back to it. I could go on ...
 
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J

John Pollard

"ps56k" wrote

They probably had it for the early versions
where all the separate Q files had to be renamed together...
and mere mortals could not be trusted to perform that task.
And now - well - single file rename should be doable by most people -

------------------------------------------

I agree.

I kinda thought it would have been nice to keep the old Rename feature. Not
only for continuity, but because you could use it to rename the Quicken file
you currently had open. When you use Windows to do the rename, you can't
have the Quicken file open.

But it's not a big deal to me.
 
A

Al

"ps56k"  wrote

They probably had it for the early versions
where all the separate Q files had to be renamed together...
and mere mortals could not be trusted to perform that task.
And now - well - single file rename should be doable by most people -

------------------------------------------

I agree.

I kinda thought it would have been nice to keep the old Rename feature. Not
only for continuity, but because you could use it to rename the Quicken file
you currently had open. When you use Windows to do the rename, you can't
have the Quicken file open.

But it's not a big deal to me.
Tried "Save copy as..." for a lark. Size of renamed file same as
original. Apparently no compacting.
 
B

Bartt

Tried "Save copy as..." for a lark. Size of renamed file same as
original. Apparently no compacting.- Hide quoted text -

- Show quoted text -
And if you're anal & don't want the old file to show up in your recent
list (the list of files that appeaars at the bottom of the menu pop-
down from File), you can edit your QUser.ini file.

In XP, it's located in Documents and Settings>>UserID>>Application
Data>>Intuit>>Quicken>>Config

In Win7, it's located in
Users>>UserID>>AppData>>Roaming>>Intuit>>Quicken>>Config
 
A

Andrew

Han said:
Andrew, things change, but in essence they stay the same.
The rename menu item disappeared, but the save as is still there and does
the same thing and more. From a database point of view it is impportant to
occasionally clear the "empty space" that is generated when a database item
is modified. As I understand it, a database system has a whole bunch of
records, and whenever one is modified (as YOU see it), the old record is
listed in the index as unavailable, while a new record takes its place. So
eventually you are left with a whole lot of "unavailable" or empty records,
taking up space and increasing the chance of read/write errors. The "save
as" function cleans that up. Just renaming a file doesn't. Another plus
of the save as is that the old file is still there in case you want to go
back to it. I could go on ...
Han, if I have a Quicken file named HARRY, and even if I delete 1/4 the
records and save it as SUE, I still end up with more space on the disk
used than I would have if I simply could rename the original file from
within Quicken because HARRY and SUE both exist in your scenario.

But that's not even the point. My comment had nothing to with space
usage to start with. Newbies don't generally understand file
structures....in fact, often even when I Tell people to use WINDOWS
EXPLORER to do something, they fire up IE and then ask what website I
want them to go to. I'm simply talking about a Quicken command that
used to be inside Q to rename a file that was taken away. To me, it's
not a big deal. It sometimes can in handy for me, that's all. And many
people I dare say don't really care in the OLD days it renamed all files
in a fileset; now it is just the single .qdf. For them, the command
went away period. Externally, something changed. Which is why the OP
asked the question to start with!

Now, I do have a question. Are you sure that SAVE AS does a compress
while copying back? I didn't know that; is there some reference you can
cite? That would be great true if so. I took a 52 Meg QDF file I had,
deleted two major accounts in it, and did a file save from within
Quicken. The resultant file was 4K less in size...a whooping savings of
just .007 % (!).
 
H

Han

Han, if I have a Quicken file named HARRY, and even if I delete 1/4
the records and save it as SUE, I still end up with more space on the
disk used than I would have if I simply could rename the original file
from within Quicken because HARRY and SUE both exist in your scenario.

But that's not even the point. My comment had nothing to with space
usage to start with. Newbies don't generally understand file
structures....in fact, often even when I Tell people to use WINDOWS
EXPLORER to do something, they fire up IE and then ask what website I
want them to go to. I'm simply talking about a Quicken command that
used to be inside Q to rename a file that was taken away. To me, it's
not a big deal. It sometimes can in handy for me, that's all. And
many people I dare say don't really care in the OLD days it renamed
all files in a fileset; now it is just the single .qdf. For them, the
command went away period. Externally, something changed. Which is
why the OP asked the question to start with!

Now, I do have a question. Are you sure that SAVE AS does a compress
while copying back? I didn't know that; is there some reference you
can cite? That would be great true if so. I took a 52 Meg QDF file I
had, deleted two major accounts in it, and did a file save from within
Quicken. The resultant file was 4K less in size...a whooping savings
of just .007 % (!).
No, I don't have a reference for it, and perhaps Quicken has become more
adept at disk space conservation. It certainly was true in the old days
of multiple files. I'd have to try it out some time, but right now I
want to do other things ...
 
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A

Andrew

Han said:
No, I don't have a reference for it, and perhaps Quicken has become more
adept at disk space conservation. It certainly was true in the old days
of multiple files. I'd have to try it out some time, but right now I
want to do other things ...
No problem. I will say in the 'old' days, I do believe that a file copy
within Q did do a compress, but the fact that when I did my test the
other day that the 'save a copy' worked so quickly, I think that it was
just a Windows copy and nothing more.

Maybe John P. can shed some light?

(I know you probably needed to research who to the big bucks on today's
big game!)
 
J

John Pollard

"Andrew" wrote

No problem. I will say in the 'old' days, I do believe that a file copy
within Q did do a compress, but the fact that when I did my test the
other day that the 'save a copy' worked so quickly, I think that it was
just a Windows copy and nothing more.

------------------------------------------------

I haven't read or heard anything definitive; so I can only tell you what I
observed from a quick test.

The "File > Save a copy as", ran very fast (as you noted) and produced a
file the exact same size as the original.

The "File > File Operations > Copy", ran in its usually slow fashion and
shaved a few kb (about 300 kb from a 94,000+ kb file) from the new file
size.
 
M

Margaret

Andrew said:
No problem. I will say in the 'old' days, I do believe that a file copy
within Q did do a compress, but the fact that when I did my test the
other day that the 'save a copy' worked so quickly, I think that it was
just a Windows copy and nothing more.

Maybe John P. can shed some light?

(I know you probably needed to research who to the big bucks on today's
big game!)
I believe Quicken copy still does a compress. I just used Quicken to
copy my current data file, and sure enough it came out smaller -- and it
paused a couple times during the copy. Not significantly smaller as it
did in versions 2010 and 2011, but still smaller. I'm wondering if 2012
does some sort of internal compress when it saves the file, because my
2012 file definitely does not bloat like 2010 and 2011, the first two
versions after Q switched to a single data file.

Regards,

Margaret
 
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J

JM

I believe Quicken copy still does a compress.  I just used Quicken to
copy my current data file, and sure enough it came out smaller -- and it
paused a couple times during the copy.  Not significantly smaller as it
did in versions 2010 and 2011, but still smaller.  I'm wondering if 2012
does some sort of internal compress when it saves the file, because my
2012 file definitely does not bloat like 2010 and 2011, the first two
versions after Q switched to a single data file.

Regards,

Margaret
It is my understanding that the 'File > Copy' operation actually
performs a house-keeping function on the db.
Example; If one deletes a rester transaction, the entry remains in the
db file and only the links to that entry re deleted.
The Copy function then removes this accumulated 'dead wood' from the
db - thus one can see a file size reduction following the Copy.
FWIW, I do a Copy operation on my file periodically for house-keeping
purposes.
 

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