How do I overwrite a portfolio file with a backup and keep the same/old portfolio file name?
I share a portfolio with my father (PORTFOLIO.QDF). I download or manually enter new transactions, then create a backup with the date in the name (e.g., PORTOFLIO-2022-11-09.QDF-BACKPUP), and then take that backup to his house and restore it from his open PORTFOLIO.QDF. In the past (as recently as last week), we were able to restore these backups by overwriting his PORTFOLIO.QDF without creating new/additional .QDF files in the portfolio folder. This week I discovered I sometimes don't get the prompt for overwrite vs. create a copy, but even when I do get the option to overwrite, I end up adding a new (dated) QDF to my portfolio folder when I want to actually overwrite the existing portfolio.qdf. Did something change, or am I just forgetting a step in the restore/overwrite process? I phoned Quicken support and was told the only way to achieve my desired result is create backup files without the date in their name. But if I do that, I'll have to rely on Windows Explorer's "date modified" column to distinguish the date of each backup -- and the modified date will change if/when I restore. Thank you for your help!
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