Lost Quicken File - Reconstructing from Quicken Cloud?

labels

Hi,

My current Quicken file was lost and my backup solutions have failed me as well. The latest automatic Quicken backup I have is from mid-October. I know that Quicken cloud is not a backup service and is just for syncing data, but is there a way for me to reconstruct the last few weeks of transactions and import them into my Desktop Quicken? I know I can download a CSV but I don't know if it can be imported - It's obviously not in any of the Quicken formats.

Failing that, can I re-import transactions from my bank and other accounts?

When I open the October file, I get an error in the settings saying that it's not the latest version of the file and I can't use it with Cloud. So obviously Quicken has some way to tell that there's a newer version.

Jon

I don't have a high degree of confidence that you'd be able to recover your transactions from Quicken cloud. You should be able to restore your October backup and get the last months worth of transactions from your accounts; while there's a limit to how far back your financial institutions will go, I'd be very surprised if you couldn't get at least a months worth of transactions downloaded for all of your accounts.

As for that error message, in this case you can just ignore it since you lost the newer file. It's just there to stop you from accidentally opening an older version of a file, but in this case you're doing it for a reason so it's OK. You can just choose the "Reset Quicken Cloud" option to get going again.

John_in_NC

Howdy, @labels

I wouldn't worry. Yes, the Quicken Cloud can't perform data file restoration as you noted. This is only a problem with people who have much older backups.

You should be able to restore your data file (which it sounds like you have) and force/reset that older version up to your cloud account.

Then, update/download the missing transactions. Since this has only been a month, you should get them all. You might have a little cleanup to do, but you shouldn't have any gaps.

Quicken Michael

Hi @labels,

If you choose "Reset Quicken Cloud" then it will delete the Quicken Cloud account associated with that data file and then creates a new one. It will then upload the data in the file to the new Quicken Cloud account. This is probably not the option you want to choose. Instead you can look at the following community post that indicates something that would allow you to get some information down from the Quicken Cloud Account in a new file.

https://community.quicken.com/discussion/comment/20302092#Comment_20302092

Some information might not be sync'ed up to Quicken Cloud and would not be present. However, if this file has everything you need then you are done.

Another option you could take is in the alert you mention choose "Take File Offline". Later when you try to do a one step update it would create a new Quicken Cloud Account and upload the data without touching the old Quicken Cloud Account. You could then either get at the cloud transaction data by starting from a Quicken Cloud Account I mentioned above or login to https://app.quicken.com/ to review and export any transactions and input them into the backup file you restored.

I'm sorry that you have lost data but I do hope that this helps in getting you back up and running.

labels

Thanks everyone. My main concern is categorization - I don't want to have to sort my transactions into business and personal expenses again by hand and the cloud still has that data. I'll see what I can do with the information I can download.