Temporarily restoring a previous year's backup

Discussion in 'Quicken' started by Pikov Andropov, Jun 11, 2011.

  1. I had closed out 2009 and earlier into several files, removing those
    transactions from my active Quicken.

    How do I access one of those files without screwing up my current data?

    Thanks.
     
    Pikov Andropov, Jun 11, 2011
    #1
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  2. Pikov Andropov

    John Pollard Guest

    I don't think you should have any significant concerns about the affect of
    accessing one Quicken file on other Quicken files ... especially, if you
    make no changes to the file(s) you access directly.

    But if you intend those "closed out" files to remain *exactly* as they
    were when you created them, you may want to consider not opening them in
    Quicken.

    When Quicken opens one of its files, it automatically does certain things,
    such as processing alerts and scheduled transactions (Reminders).

    You can avoid having Quicken modify your "archive" file by "restoring" the
    archive to some temporary folder and accessing the data there. The
    original archive will remain unchanged when you handle it that way.
     
    John Pollard, Jun 14, 2011
    #2
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  3. John Pollard has written on 6/14/2011 9:45 AM:
    When I open a backup file, doesn't it overwrite the file that's current?

    If not, and it is just added to what's current, how do I remove it from
    the current file?
    How would I open them?
    I don't follow you. How do I restore a backup to a temporary folder
    without opening it in Quicken?

    Thanks.
     
    Pikov Andropov, Jun 14, 2011
    #3
  4. Pikov Andropov

    John Pollard Guest

    No. But you should not "open" backup files.
    If you "open" a backup file, nothing happens to any other Quicken file.
    [Also see above.]
    Don't confuse "open" with "restore".

    A "restore" basically copies a Windows "file" (usually a "backup" file)
    from one folder to another. In Quicken, if the folder you want to restore
    to (to copy to) contains a file of the same name as the backup file, the
    restore will over-write the existing file (Quicken will ask before doing
    that). If the folder you want to restore to does not contain a file of the
    same name as the backup file, the restore will create a new file in that
    folder (and you would then have to "open" that restored file).

    To restore to some other folder than the folder containing your regular
    Quicken file; have Quicken open a file in the folder where you want the
    restored backup to go. [Quicken "restores" into the "current" folder,
    which is usually the folder where the currently open Quicken file
    resides.]

    To do that, tell Quicken to create a "New" file in the folder where you
    want to restore the backup (you could create a Windows folder to use for
    only this purpose). You can create a new file with any name, but if you
    give the new file the same name as the backup, you'll only end up with
    only one Quicken file in the folder. When you have the New file open in
    Quicken, initiate the restore; you'll get your backup restored into the
    chosen folder. When you've finished doing whatever you want with the
    restored backup, you can have Quicken delete it.
     
    John Pollard, Jun 14, 2011
    #4
  5. John Pollard has written on 6/14/2011 4:50 PM:
    OK, I'm thoroughly confused. Let me restate my goal.

    My current Quicken configuration contains transactions from 2011 only.

    I would like to look up some transactions from an earlier time. I have
    QDATA.QDF files which were created by making a backup in Quicken after
    each day's transactions. These date from 2007-2010.

    Since only Quicken can load/read/access a QDF file, it seems to me that
    I need to open one of them with Quicken.

    If I do, what will happen to the data that Quicken has already opened?

    Thanks.
     
    Pikov Andropov, Jun 15, 2011
    #5
  6. Pikov Andropov

    Nestor Guest

    You are confused on file manipulation. You need to learn how to use
    Windows (I assume you are using Windows) to copy a file. You want to
    make a COPY of your Quicken data file(s) to a temporary folder that you
    created, then open Quicken as usual and then click on File on the menu
    bar, then click on Open in the File dropdown menu.

    You will now get a dialog box that you can manipulate to point Quicken
    to the temporary file you just created.

    When you get done with the temporary file, re-open your 2011 file using
    the same technique you used to open the temp.

    I would give you step-by-step instructions but I don't know what
    operating system you are using. Windows 7? Windows XP? OS X?

    PS. Buy a Windows for Dummies book, or whatever operating system you use
    Dummies book, and start reading.
     
    Nestor, Jun 15, 2011
    #6
  7. Pikov Andropov

    John Pollard Guest

    "Nestor" > wrote
    You're right, of course.

    The "copy" can be done using only Windows.

    The reason I suggested the approach I did is that it does not require the
    user to know anything about the Windows makeup of their Quicken data; it
    will work the same for any Quicken version I know of. Prior to Q2010,
    Quicken data was stored in multiple Windows files, and the user had to
    know how to identify all of those files (they did not have the same
    extensions in all versions of Quicken) in order to use Windows to make an
    accurate "copy" of their data.

    Now that the newest Quicken versions have all Quicken data in one Windows
    file, copying that data to a new location using Windows is quite simple.

    The only new zinger is recognizing that the most current Quicken version's
    backup files now have a new file extension (.QDF-backup) ... and Quicken
    won't "open" files with that extension directly. Quicken will offer to
    over-write the currently open file (if it has the same name) ... which is
    not wanted, for the purpose of this discussion; or to "restore" the backup
    with a new name ... which should work for the ends desired here.
     
    John Pollard, Jun 15, 2011
    #7
  8. I do not want to copy any files.

    I am very familiar with file manipulation in Windows, DOS, CP/M, Unix
    and Linux.

    Let me restate what I have and what I would like to do.

    When I open Quicken, my 2011 data appears as a check register. I do not
    want to lose any of that data, no matter what I do with old files.

    I would like to look at some old data, stored as qdata*.qdf.

    How do I look at the old data without losing my current data?

    IF THE ANSWER IS: File > Open, then will the file I open overwrite the
    current data?

    IF THE ANSWER TO THAT IS: No, the old data will be added to the current
    check register, then how do I get that old data out of the check
    register when I am finished looking at it?

    Thank you for your patience.
     
    Pikov Andropov, Jun 15, 2011
    #8
  9. Pikov Andropov

    Jim H Guest

    When you open another older file, the data from it will replace the data
    displayed from the current file. You can later go back and open the
    normal current file, and it will be intact. After that, both files will
    appear on the recent files list on the file menu.
     
    Jim H, Jun 15, 2011
    #9
  10. Pikov Andropov

    D. Parker Guest

    Here's what I'd do:
    1. Save what u have now with a "backup" (under file operations).
    2. "Restore" (under file operations) the file u want to look at and do
    your looking.
    3. "Restore" your original backup from step 1, above, and you're back to
    your original file situation.
     
    D. Parker, Jun 16, 2011
    #10
  11. Jim H has written on 6/15/2011 6:35 PM:
    Thank you for a definitive answer!
    If I close Q after opening the older file, and then close Q, and re-open
    it, won't it open the last file it had?

    How do I get the normal file to replace this new thing?

    Q 2010 -- no recent files list under File. ???
     
    Pikov Andropov, Jun 16, 2011
    #11
  12. D. Parker has written on 6/15/2011 7:00 PM:
    Wow! That makes a lot of sense. Thanks.
     
    Pikov Andropov, Jun 16, 2011
    #12
  13. Pikov Andropov

    Han Guest

    It depends. In Q2011, the qdf file is the only file that holds all
    quicken data in that file (obviously). In earlier versions, and I don't
    remember whether this changed with 2010, or already with 2009, in earlier
    than 2009 versions, the data was scattered over some 4 to 6 files, with
    the qdf file having the bulk, but stock prices were in another file, etc.

    The most important thing is what you named the different files (or file
    sets, as in before 2009). Obviously no 2 files can have the same name,
    unless they are located in different directories. So it is up to you to
    look that up.

    I now have just 1 quicken file that I still use, but in the past I did
    the finances for a couple of non-profits too. So I had household, NP-1
    and NP-2. In terms of Q2011, there would be a file household.qdf, and
    files NP-1.qdf and NP-2.qdf. If I had need to look at all these on a
    regular basis, I would make shortcuts in some easily accessible folder
    such as quicklaunch that point at each one of these qdf files. I'd
    assign them different icons for easy recognition. Double clicking on the
    shortcut for a file would launch that file. No problem cross-
    contaminating another one. I bet that even if the filenames were
    identical nothing untoward would happen as long as the files were in
    different (sub)directories. But it would be confusing. And as said
    before, when Q opens a file, it is examined for new reminders,automagic
    entries etc. Which is why the advice was given to USE COPIES of the
    original files.

    HTH
     
    Han, Jun 16, 2011
    #13
  14. Pikov Andropov

    Andrew Guest

    What's been left unsaid during this whole discussion was the original post
    about 'closing' (whatever THAT means and "...removing those transactions
    from my active Quicken.". Not that it matters now, and this is a religion
    to some, but in many cases, there's no need to do that given today's disk
    sizes and speeds, and so forth.

    And if one does do that, it leads to these types of problems!
     
    Andrew, Jun 16, 2011
    #14
  15. Pikov Andropov

    Han Guest

    Correct. And that's why I don't do this kind of archiving. I do save
    backups, though, and they may serve the purpose of the OP, although I can
    make any kind of report for any time period at any time (except futurecasts
    that would be worth anything).
     
    Han, Jun 16, 2011
    #15
  16. I have kept all of my transactions (checking, credit cards, investments,
    loans, etc) going back to 1996 in my active Quicken file which is
    currently 90mb. It is very useful to have it all in one place so I can
    answer questions like "When was the last time I installed a water
    heater" and use "Find" to get the answer. Also useful to answer
    questions like how much did I spend on auto fuel, property taxes, etc,
    etc annually over the last 15 years. I do have annual backups so I can
    restore to a previous year if necessary.
     
    Arnie Goetchius, Jun 16, 2011
    #16
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