Multiple years' transactions became "unspecified account"

Quicken deleted the account(s) and then wrecked 22 years of financial entries.

Best Answer

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    The only way to get back to what you had is to restore from a backup (or a very long manual entry process).

    As for Quicken going crazy on you, if you are using Sync to Mobile/Web I would try turning that off.
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    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/

Answers

  • How can I delete and reenter 288 transactions over a 22-year period so that the Quicken cloud likes them again, after Quicken deleted accounts without my approval or even an audit trail?
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    The only way to get back to what you had is to restore from a backup (or a very long manual entry process).

    As for Quicken going crazy on you, if you are using Sync to Mobile/Web I would try turning that off.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Chris_QPW, thanks for your reply. Am I understanding by using your procedure, I can use my 2018 backup, download something to excel, tweak & map it into an import to my *current* Quicken 2021 data file (in order to fix Quicken's arbitrary deletion of the account without first resetting the Online Update flags before marking it "closed")?
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    What I was referring to was just restoring from a backup, into a new data file, that was made before the problem showed up and then catching that data file up to date by downloading transactions or manual input.  In other words I expect the backup to have the old data in it, it will be missing any data past when it was made, and that data will have to be put in again.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • UKR
    UKR SuperUser ✭✭✭✭✭
    do you have a recent backup of your Quicken data file? If so, you can restore that with only minimal loss of transaction data.
    Or, so to speak, has the horse run out of the barn and it is now too late to close the door ...

    How to properly set up Quicken Backup
    How to make Quicken create a backup for you automatically every time you close Quicken
    What Quicken backups are available where?

    For the sake of this discussion it is assumed that your Quicken data file is located in the Default (and recommended) place: C:\Users\username\Documents\Quicken

    Review the backup settings available in Quicken (under Edit / Preferences / Backup).

    In there you will find two types of backup: Automatic and Manual Backup.

    Automatic Backup should be enabled and by default goes to a \Backup folder that's part of the folder which contains your current Quicken data file, e.g. \Documents\Quicken\Backup. Set it to create a backup after running Quicken [1] times and to keep [9] (or more, your choice) backup copies.
    The file name for Automatic Backup files contains a date and time stamp as part of the file name, e.g. QDATA-2020-03-22.PM03.45.QDF-backup

    To create a Manual Backup copy of your Quicken data file on an external device (USB-hard drive or USB memory stick recommended), put a checkmark at "Manual Backup Reminder" to enable the function and set "Remind me after running Quicken [xx] times" to [1].

    Click OK to save the changes.

    From now on, when you close Quicken using the red X button, you will get a popup window.

    When you get this window for the first time, on some versions click the radio button for "Backup on my computer".
    Change the Backup File name's drive letter and path to point to your external device so that it looks something like this: E:\Quicken Backup\QDATA-2019-04-01.QDF-backup
    or use the Change button and work your way through the dialog.

    Do not change the filename portion! Just overtype the drive letter and choose a backup folder name. If the folder does not exist, it will be created.

    Also choose the option to "Add date to backup file name".

    Every day when you run Backup or close Quicken, an additional backup file is created. Without the Add Date option you only have 1 backup copy which is overwritten every day ... and that may prove bad in a problem recovery situation.

    Allow this backup to run to save the changes made on the screen.

    Of course, once in a while you will have to go in and delete some of the oldest backup files, at your discretion, to avoid filling up your USB device.

    One can never have enough backups of a Quicken data file. BTDTGTS!