Using one Quicken file on two computers-what is the best way to do this?
Two questions: (1) Are there any problems with what I plan to do? (2) Is there a better way to work with two computers? I should note that I am not a big cloud user.
Thanks,
Alan
Comments
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Though you are not a big cloud user, another alternative to consider is to use remote access software (several free options, e.g. NoMachine and Teamviewer) to access Quicken on one computer from the other, or even mobile devices (see this great article for complete review of many options (most are free): http://machow2.com/rdp-for-mac/ ).
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One more note: if using a flash drive to move your field back and forth, make sure it is formatted for a Mac (which you can do with Disk Utility).Quicken Mac Subscription • Quicken user since 19930
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Thank all three of you for your suggestions. After I've played with your ideas, I will let you know what I've decided to do.
Alan
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Is this option viable if one computer is a Mac and the other a windows box?Though you are not a big cloud user, another alternative to consider is to use remote access software (several free options, e.g. NoMachine and Teamviewer) to access Quicken on one computer from the other, or even mobile devices (see this great article for complete review of many options (most are free): http://machow2.com/rdp-for-mac/ ).
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Thank you for your comment. I was surprised because I was under the impression that a Mac could read and write Windows drives [MS-DOS (Fat 32)] without problems. Am I wrong or am I misinterpreting your comment?jacobs said:One more note: if using a flash drive to move your field back and forth, make sure it is formatted for a Mac (which you can do with Disk Utility).
Thanks,0 -
Thank you for the suggestion regarding remote access software. At some point I will try one of these for intellectual curiosity if for no other reason. For the moment, I will do a physical backup.Though you are not a big cloud user, another alternative to consider is to use remote access software (several free options, e.g. NoMachine and Teamviewer) to access Quicken on one computer from the other, or even mobile devices (see this great article for complete review of many options (most are free): http://machow2.com/rdp-for-mac/ ).
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Thank you (belatedly) for your help. Yes, by "make a backup," I mean that I will make and restore the backup from within Quicken. I will useRickO said:The safest approach is to compress the file before you move it. Decompress it on the other end, work on it, then compress it again to move it back.
You can accomplish the same thing by moving an automatic or manual backup made by Quicken as these files are compressed as well.
So, when you say "make a backup", as long as you are talking about a Quicken-made backup (from the File menu), then you should be good to go.
File>Save A Backup>[external disk and file name]
to make the backup and
File>Restore From Backup>[external disk and file name]
to restore the backup on the other machine.
I have another question: In another comment to me, Jacobs writes that I should format the flash drive "for a Mac." Is this necessary? My flash drive is formatted as MS-DOS (FAT 32). It was my impression that Macs can read and write to this format without problems.
Thanks.
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You are correct, in general, that a Mac can read from and write to a drive which is not formatted for a Mac. The issue of concern with a Quicken Mac data file is that it is actually not just a file – it is a unique Mac entity called a package, which is a wrapper around a bunch of files and sub-folders to make them appear to be a single file. All those internal files and folders have Mac user permissions associated with them, and if anything gets messed up with those permissions, you can get locked out of your data file. This is why we always recommend that people only move a compressed (. zip) or Quicken-generated back-up copy of a data file when moving from one computer to another — these compressed formats essentially put another wrapper around the datafile to prevent any of the file permissions from being affected by a move. Moving a Quicken Mac data file to a FAT-32 flash drive is likely to cause problems. Moving a Quicken Mac .zip or backup version of the data file to a FAT-32 drive might work fine; I’ve never tried it myself, but it makes sense that it would work, in theory. However, when it comes to the security of your Quicken data file, my approach is to eliminate as many potential complications as possible. It would take you about 30 seconds to launch Disk Utility and reformat your flash drive, and I recommend doing so.RickO said:The safest approach is to compress the file before you move it. Decompress it on the other end, work on it, then compress it again to move it back.
You can accomplish the same thing by moving an automatic or manual backup made by Quicken as these files are compressed as well.
So, when you say "make a backup", as long as you are talking about a Quicken-made backup (from the File menu), then you should be good to go.Quicken Mac Subscription • Quicken user since 19930 -
See my reply to your question about this above.jacobs said:One more note: if using a flash drive to move your field back and forth, make sure it is formatted for a Mac (which you can do with Disk Utility).
Quicken Mac Subscription • Quicken user since 19930 -
here: https://getsatisfaction.com/quickencommunity/topics/using-one-quickeen-file-on-two-computers-what-is...jacobs said:One more note: if using a flash drive to move your field back and forth, make sure it is formatted for a Mac (which you can do with Disk Utility).
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Many thanks for your detailed comments.RickO said:The safest approach is to compress the file before you move it. Decompress it on the other end, work on it, then compress it again to move it back.
You can accomplish the same thing by moving an automatic or manual backup made by Quicken as these files are compressed as well.
So, when you say "make a backup", as long as you are talking about a Quicken-made backup (from the File menu), then you should be good to go.
I have no problem reformatting my flash drive. I was just curious as to why I should reformat the drive if I'm moving a compressed file. If I may rephrase your answer:
I might not have to, but why take a chance?
Now, a related question. You write that "Moving a [uncompressed] Quicken Mac data file to a FAT-32 flash drive is likely to cause [file permission] problems." This seems to suggest that moving an uncompressed Quicken Mac data file to a MAC formatted flash drive or external disk would NOT cause problems. This would be great, but I assume it is not so.
Thanks again,
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Yes, what @RickO says.RickO said:The safest approach is to compress the file before you move it. Decompress it on the other end, work on it, then compress it again to move it back.
You can accomplish the same thing by moving an automatic or manual backup made by Quicken as these files are compressed as well.
So, when you say "make a backup", as long as you are talking about a Quicken-made backup (from the File menu), then you should be good to go.Quicken Mac Subscription • Quicken user since 19930 -
(thx for the link fix)jacobs said:One more note: if using a flash drive to move your field back and forth, make sure it is formatted for a Mac (which you can do with Disk Utility).
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