So I followed the procedure and so far so good with the tags. Most of my transactions came back when I did an update. I had to go in and redo all the categories and comments, but better then having to do the whole transaction. One issue I see is all my daily investment data (i.e., security value per day) is missing for the period between the backup and today. Is there anyway to get this back?
[email protected] said:
I have lost all my tags and this goes back to 2016. I have the most recent update R42.21 and it did not fix the problem. Very upset about this.
QWin Deluxe Subscription - sticking with R47.15 - Win10
This issue has reportedly been fixed in QWin R42.21, but in a message on Aug. 3 above, @Quicken Kathryn requested additional information about the issue.
The following procedure should restore your transactions with deleted Tags. You will need to restore a backup from before you installed R42.8.
If you have been entering new transactions into a file with deleted Tags and you want to re-create them in an undamaged file, I suggest that before restoring the backup, you print a report that shows all the transactions you have entered since the problem occurred, in case you need to re-enter them.
To do this, you should
update to R42.21 or newer if you have not already. The newer versions fix this problem going forward, but they do not repair the damage already caused by R42.8 or R42.19.
Then print a report that shows all the transactions you have entered since the problem occurred, in case you need to re-enter them. To do this,
go to Reports > Banking transactions. Set the Date range to Custom and set the starting date to 7/1/2022. Choose Subtotal by Account.
Click the Customize gear at the top right of the report and check the Show splits box.
Under Show Columns, you can un-check the Tax item box to make the report narrower.
Click OK to display the report. Adjust the column widths if necessary, then print the report.
Back up your current data file in case you want to return to it.
Restore a backup from before you installed R42.8. This would be early in July. To find a backup from before the Tags were deleted, look in the BACKUP folder inside the same folder where your Quicken data file is stored. Normally this folder would be Documents\Quicken\BACKUP. There should be a file with a name like <your data file name>-R-41.19-<date you upgraded to R42.XX>.QDF-backup
Verify that the problem is no longer present in the restored backup.If the problem is still present in the restored backup, you have a different problem. You should return to your newer file and investigate further.
If the problem is not present in the restored backup, you will keep the restored backup and re-enter any transactions you entered since then.
Accept Reminders as you normally would. Be careful when accepting Bill Pay reminders to avoid double payments.
Go to Edit > Preferences > Mobile & Web and Reset your Cloud Data
Log out of the mobile app and back in again.
After completing these steps, you should be able to download transactions and accept them as you normally would. Compare the transactions in your registers to those in the report you printed earlier and enter or update anything that is missing.
You can download missing security prices from the Investing > Portfolio page. Click on Update then Historical prices. If you choose Month, you will get daily prices for the past 30 days. For one to 12 months ago, you will get Friday prices, and before that you will get month-end prices.
Ralph Knox said:
@Jim_Harman, your "how to" is helpful - thanks for this. However, I found that I needed to choose a backup that preceded my update to R41.19. I am wondering if perhaps I restored a backup somewhere in there that messed things further. BTW, your "how to" references R42.9 (vs R42.8) - a typo? Or are there different versions for different editions? I am Premier. Thanks
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