How to restore a single account from backup

PeterK
PeterK Member ✭✭✭
in File Conversion and Backup (Windows)

I seem to have accidentally deleted one of my IRA accounts. Not sure how it happened.

I found it in a backup from a few days ago. I don't want to just restore the full backup, because then I'll lose everything I've done in between and there's no way to track that. It's an IRA and I could just re-download it from Fidelity, but I'd rather be able to recover all the history.

Is there a way I could export the full account from the backup and then import it in my current data set?

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Answers

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Warning - Make a backup before doing anything

    When restoring a Quicken data file, it is all or nothing.

    You could try restoring the backup to a different name (don't overwrite your current file).

    Then do a QXF file export of the single account and then importing it into your current file, but it is not a guaranteed process. I tried it with the smallest of my investment accounts and got the following error messages in the log file of the import.

    ==================

    Quicken data file: P:\Quicken\qxf-import-test.QDF

    Imported on 4/30/2026 from Quicken for Windows Premier Version 27.1.67.7 from file exported on 4/30/2026 (DataVersion 1.24.0).

    Sub-category Interest has no parent category.

    Sub-category Principal has no parent category.

    Sell of American Funds Intermediate Bond Fund of America Class A in account Steve's Traditional IRA at Edward Jones on 1/30/2025: There are 50 lot assignments, too many to be imported.

    Sell of DOMINION RESOURCES INC NEW in account Steve's Traditional IRA at Edward Jones on 5/12/2022: There are 62 lot assignments, too many to be imported.

    The following account(s) should be re-enabled for transaction download:
    ==================

    It was off by almost $18k. You might have better luck if your account isn't very old and doesn't have too many lot assignments. You will probably have to fix any funding transfers into the account that covered purchases.

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

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