File operations in Quicken

Can someone please explain to me the differences between: * Save ... Open * Export ... Import * Backup ... Restore

I need to take a peek at an old Backup file but I don't want to risk modifying my current active Quicken file. I backup (ctrl-B) my file at the end of every day, so I have a large number of save points. If I backup right now, select an old backup using Open or Restore I can probably see what I want, but then how do I get back to my current file?

Reply to
Stubby
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"Stubby" wrote

To look at a backup without overlaying your current file (and to guarantee the backup remains unchanged):

Create a "New" (temporary) Quicken file in a folder where you have no Quicken data (I have a folder named "Temp" for such purposes). Tell Quicken you want to "Open" the "New" file.

Then use Quicken's "Restore Backup" to restore the backup file you want to look at. That should put the restored backup (a copy of the backup) in the folder where you have just created the "New" Quicken file. Then have Quicken open the restored backup.

Reply to
John Pollard

One other thing to consider - I think that there's a difference in the way that Q handles 'backups' as of Q2010 one also needs to consider (the OP didn't offer which version he had).

I seem to remember that backup prior to 2010 simply copied the fileset over to a directory, and one could use Q to simply open the copied backup. But as of Q 2010, Backup does NOT copy the fileset (first of all, there is no more fileset, everything is in the single QDF). When you try to open the backup by simply clicking on the backup (which now has the filetype of 'QDF-backup'), Q offers to copy or overwrite the existing file and one can not 'open' (or change, which is a good thing) the backup.

This is certainly a different operation that prior to Q 2010.

Reply to
Andrew

Yes, you're right. I should have mentioned that.

The new backup naming convention, sort of forces you to do something like what I suggested, since you can't "open" the backup. The new backup naming convention addresses a real problem where people were telling Quicken to suffix the date to the backup file name, then opening the backup, then backing up the file that already had one date suffixed thus adding another date to the file name, and so on.

Reply to
John Pollard

Yes, your method demonstrates the good idea to COPY an original backup and not to use the original to open. The new method as of Q 2010 forces you never to use the backup in 'write' mode (since you no longer can!) and thus changing the backup by accident ...which stupidly I've done many times in the past!

Reply to
Andrew

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