Lost over a year of transactions, all accounts

I haven't opened Q Windows (subscription version) for about a week. I have no transactions in any account dated after last July 2019. One of the last times I was in. I did a backup.
I would just go ahead and try to restore the file, but I saw that some big changes were taking place and I had not done the necessary maintenance to change to the new methods/files moving forward.
Can I just go ahead with the restore, or should I take some action regarding the major changes in bill paying and bank communication first.
Sorry, I'm sure it's obvious, but I don't want to take a chance.

Best Answer

  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Hi @Peggy103,

    If you have a fairly recent backup, you should restore that first.  Once you have a file up and running, that will allow you to make any changes right in the working file.  The new Bill Payment method, for example, needs to be established through the Quicken application, so you'll actually be saving time.

    Let me know if you have any followup questions.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

Answers

  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Hi @Peggy103,

    If you have a fairly recent backup, you should restore that first.  Once you have a file up and running, that will allow you to make any changes right in the working file.  The new Bill Payment method, for example, needs to be established through the Quicken application, so you'll actually be saving time.

    Let me know if you have any followup questions.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -