Using data file from Samba Net etc

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yuriw
yuriw Windows Beta Beta

Hello

I am running QW on Windows VM and also from a laptop.

That seems to be presenting issues when I do accounts online update and several banks seem to have issues with it.

How do people do the following cases:

  1. Use a data file file located on network, e.g. Samba drive, Dropbox etc.
  2. Use two local files (copy of the same data file) and be able to do online update accounts with no errors

TIA

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  • Greg_the_Geek
    Greg_the_Geek SuperUser ✭✭✭✭✭
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    Quicken does not support storing an active data file in a network or cloud folder due to the possibility of corruption.

    To make a copy of a data file and be able to do online updates:

    Quicken —> File —> Copy or Backup File… —> Create a copy or template

    This will disconnect all online services and create a new dataset.

    Quicken Subscription HBRP - Windows 10
  • yuriw
    yuriw Windows Beta Beta
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    "Quicken does not support storing an active data file in a network or cloud folder due to the possibility of corruption"

    This is exactly what I am suggesting to the dev team to improve :)

  • Greg_the_Geek
    Greg_the_Geek SuperUser ✭✭✭✭✭
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    Quicken's database is so old, it would take a complete rewrite to support network or cloud storage. I don't think that will ever happen.

    Quicken Subscription HBRP - Windows 10
  • splasher
    splasher SuperUser ✭✭✭✭✭
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    @yuriw

    If you want your Quicken data file on a network drive, write a command routine to copy the file from the shared/network drive to the local drive; start Quicken, opening the newly created local copy of the data file; do your Quicken stuff; close Quicken and copy the local file back to the shared/network drive.

    Doing it this way, solves the issue of Quicken not supporting network file storage and you still get to keep your data file on the shared/network drive.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • yuriw
    yuriw Windows Beta Beta
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    What about my second point?

    I have two identical local copies of the data file and when QW does online accounts updates some banks (Schwab, Chase etc) become very unhappy and have to be reauthorized etc?

  • Greg_the_Geek
    Greg_the_Geek SuperUser ✭✭✭✭✭
    Options

    To make a copy of a data file and be able to do online updates:

    Quicken —> File —> Copy or Backup File… —> Create a copy or template

    This will disconnect all online services and create a new dataset.

    Quicken Subscription HBRP - Windows 10
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