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Restore Issue

R Strax

I am a long time Quicken user but ran into a new problem. I am using Quicken 8.5.1 and a Mac with OS 26.3.1. I decided to restore a file that was one day old so I could recover a report that was inadvertently changed. Without thinking, I made the mistake of trying to update that one day old file and got an error message that this was an old file and could not be updated with Quicken cloud. The error box gave me three choices: take the file off-line, reset data or decide later. To me the obvious choice would have been to simply restore the most recent file and continue on but this choice waa not provided. I wasn't sure what to do so I took the file off-line and that led to all kinds of restoring problems. None of my accounts were any longer connected. I would suggest to Quicken that they offer a fourth option of restoring the most recent file for anybody else who falls into this trap. I'm sure this was my own fault but in all fairness the program didn't give me much guidance what to do in a situation I hadn't encountered before.

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Backup Files

Comments

Jon

Reset Data is the option you want - it resets the cloud data with the contents of the file you are currently using.

R Strax

Thank you, Jon! I wish the options had been a little less opaque and come with some explanations. I restored my most recent backup file and everything is good except for some reason my Fidelity accounts will not update despite disconnecting and reconnecting them. ((Sigh))

I just know when I figure it out and it works again, it'll feel so good!

R Strax

…and wouldn't you know it, just to confuse things, this Fidelity problem popped up today which is what I've got, unrelated to my backup issue!

"We are receiving reports that customers trying to connect accounts from Fidelity Investments in Quicken Classic are encountering an FDP-101/CC-601 error."