Missing Records - How Do I Recapture

Question

Hi,

Quicken for MAC here, Version 7.0.1 (Build 700.48728.100), macOS 12.6.5

I have found that one of my checking accounts (Chase) is missing records prior to November 2021.  My other checking account goes all the way back to 1/1/01 (prior versions of Quicken).  The Chase account used to have many years as well so somehow, the records got deleted.  I want them back.  ::::

So, since the MAC has been backing up for years, I am able to go back in time to a prior data file in Time Machine (prior version of Quicken obviously) and get to an older file that has the records..  What is the procedure to get the missing records from the one account from the old file and import them into the current file?

Thanks

Chris

Chris Mead · Answer

… and to complete the story, when I imported, Quicken matched the account and imported the data into it.  As for the overlap, Quicken did not duplicate records.  All I have to do is to classify the unclassified and I am done.

What's really amazing to me is how Quicken determines what records to download based on what is in the file already.  Perhaps there is a transaction key field that with the bank account number creates a unique record that Quicken uses to determine if it already has the transaction.  A bit off topic but interesting to know.

Chris Mead · Answer

OK, I have the results - and the issue is with me.  I was able to go back in history to earlier Quicken backups.  Turns out I didn't need the Time Machine as Quicken has backups saved going way back.  Difficult to find (\Me\Library\Application Support\Quicken\ etc.) but I found a file right around the November timeframe.  I restored that file and voila, the Chase account was not there.  Then I remembered.  Since this is my wife's account and I just fund it, I never tracked it in Quicken until 2022ish.  I'm not sure exactly when - maybe November 2021.  If I were smart then, I would have gone to Chase and downloaded history - but I didn't.  And since Chase limits history to 2 years, I can only get back to April 29, 2021.  It's a a few months and perhaps not worth the bother but at least I know that Quicken does a good job of protecting data.

Chris Mead · Answer

Thanks Jon.  Thanks jacobs.  I like the second solution.  I'm thinking of going back to the file just after the date of the missing records.  I have weekly from back then so I'll shoot for a week overlap.  I'll delete all but the Chase.  Then I will export the Chase as a QXF.  I will import that QXF into my current file.  I have hourly backups so I can afford a bump.  My guess is that I'll have a second Chase account.  Not sure how Quicken though would handle two accounts from the same bank with the same account number.

We'll see.  It's raining tomorrow so worth a shot.  I'll let you know.