Where did my investment purchase & sell transactions go after using restore from backup?

Janey214

I just transferred my Quicken to a new computer and, after downloading Quicken, I restored the file from a backup on the old computer. I just noticed that all my purchases & sales on my investment accounts have disappeared. The Reinvest Dividend transactions are still there and the transaction amounts are still shown on my checking account and the transfer accounts listed there are the investment accounts. However, the investment account transactions within the investment section are not there. Where did they go? Can they be restored? It's only been a couple of days, so not a big deal if I have to backup and restore again. However, I would need to know what I did wrong to keep it from happening again.

Mark1104

when you set up the new computer, you simply needed to COPY the working *.QDF file from the old computer to the new computer.  if you RESTORED one of the files from the old computer to the new one, it is possible that the last backup occured a few days prior to your last launch of the .QDF file, so it didn't have the most recent transactions in it.

Quicken doesn't necessarily backup everytime you close out the file - unless you have the settings set in that manner 

edit>preferences> backup - check your settings 

(sorry - and I just realized I posted for a Windows version - so MAC may work differently)

jacobs

Do you still have access to your old computer? If so, I would find your live (not backup) Quicken data file and move that to the new Mac. Your Quicken data file ends with the .quicken extension. (You can navigate to the default location, if you haven't moved it, by pulling down the Go menu in the Finder while holding down the Option key; select Library, then open Application Support > Quicken > Documents.) To move the file, first make a compressed copy: click on the file in the Finder, and select File > Compress; this will create a .zip file. You should only move .zip (or .quickenbackup) files between computers. Move the .zip file to your new computer, double-click it to de-compress not, and double-click on the .quicken file to launch Quicken and open this file. Once you verify that you've opened this file and that all your data is intact, you may want to move it (File > Move To) to a better location. Make sure that location is not actually being stored in iCloud (if you have iCloud configured to store the contents of your Desktop and Documents folders).

Mark1104

when you set up the new computer, you simply needed to COPY the working *.QDF file from the old computer to the new computer.  if you RESTORED one of the files from the old computer to the new one, it is possible that the last backup occured a few days prior to your last launch of the .QDF file, so it didn't have the most recent transactions in it.

Quicken doesn't necessarily backup everytime you close out the file - unless you have the settings set in that manner 

edit>preferences> backup - check your settings 

(sorry - and I just realized I posted for a Windows version - so MAC may work differently)

jacobs

Do you still have access to your old computer? If so, I would find your live (not backup) Quicken data file and move that to the new Mac. Your Quicken data file ends with the .quicken extension. (You can navigate to the default location, if you haven't moved it, by pulling down the Go menu in the Finder while holding down the Option key; select Library, then open Application Support > Quicken > Documents.) To move the file, first make a compressed copy: click on the file in the Finder, and select File > Compress; this will create a .zip file. You should only move .zip (or .quickenbackup) files between computers. Move the .zip file to your new computer, double-click it to de-compress not, and double-click on the .quicken file to launch Quicken and open this file. Once you verify that you've opened this file and that all your data is intact, you may want to move it (File > Move To) to a better location. Make sure that location is not actually being stored in iCloud (if you have iCloud configured to store the contents of your Desktop and Documents folders).

Janey214

Thank you! Transferring the actual quicken file worked!

jacobs

Great! Glad to hear you got it resolved. 

In answer to your underlying question: I have no idea why the backup file you moved didn't work correctly. Backups in Quicken Mac are not known for having problems, so I'd chalk it up to one of those unknown computer glitches and move on. (At some point, for peace of mind for the future, you might want to take a few minutes to open your most recent backup file just to make sure it opens okay; you can then move forward with the backup or you can discard it and go back to your current live file.)