Steps to follow after file validation

Katgirl

I have read through several threads pertaining to Quicken File Validation but need assistance on what to do AFTER the validation is complete and the data log has been produced...

I have a validated file which is the "Cpy" file AND I have the original file which I backed up prior to validation.

Question 1: My assumption is that the "Cpy" file contains all the validation corrections therefore the "Cpy" is the file I should use moving forward - is that correct?

After following the instructions in a prior post, I renamed my "Cpy" file and opened it in Quicken.

I performed a One Step Update and none of my financial institutions are set up for download

Question 2: What do I do now?

Thank you

markus1957

Validation alone will not create a file ending in CPY. It saves a copy of the pre-validated file with the same name as the original in the Validate folder and stores the validated file in its original location. It sounds like you also did a File Copy and chose the option to create a file disconnected from the original file. The file without the CPY will be the validated file before the Copy process and should have retained all of your FI connections.

Katgirl

Thank you - you are correct - I did make a copy (Create a Copy/Save Copy).

Honestly I forgot about that....

Appreciatively,

Katrina