Community Discussion: Option to preserve online account connections when performing File Copy

Jan 30, 2022 0 Replies

Option to preserve online account connections when performing File Copy



Found at:

formatting link
Some time ago, Quicken changed the File > File Operations > Copy (now File > Copy or Backup File > Create a coy or template), so that the resulting "copy" de-activated all accounts from downloading.



While there is a good reason for doing that; there was, and still is, a very good reason for being able to leave the accounts activated for downloading in the new Copy.



The Quicken file "Copy" feature is the only way to clear "logically deleted" (as opposed to "physically deleted") data from a Quicken file - and that can be a very beneficial feature. Logically deleted data remains in the file taking up disk space, and can contribute to data integrity problems.



When the purpose of the file Copy is to clear that unwanted/unneeded data, it can be a high price to pay to have re-activate every previously activated account in the new Copy.



I just noticed that there is a Community IDEA discussion where users can vote for Quicken to provide an option to preserve the online connections when a Quicken file Copy is created.



I urge those who have not already made a final decision on the subject, to cast a vote in favor of this requested option.


Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required