Install to Laptop, Carry Over Backup File

I've decided to do all my Quicken stuff on my laptop.
Do I install Q first and then copy over the backup file to a place where
Q can find it, or vise versa?
Thanks.
Reply to
Juan Wei
From: "Juan Wei"
Do you take the notebook with you ? If yes, do you encrypt your data ? If no, do you really want your Quicken data in the notebook ? If you don't encrypt all your data and you take your notebook with you, I suggest keeping your Quicken data files on RandomRead/RandomWrite media (USB Hard disk, USB Flash Drive, network share, etc.).
Just install Quicken and point the program to the location of the data files.
Personally I keep Quicken data on a NT Share. When I want to access the files, I just map a specific drive letter to that NT Share on my notebook.
Reply to
David H. Lipman
David H. Lipman has written on 4/20/2013 9:53 PM:
Preaching not necessary!
That's what I wanted to know.
Reply to
Juan Wei
From: "Juan Wei"
I don't know you and you and I are not the only readers of this thread thus making the caveats neccessary in this discourse.
OK ;-)
Reply to
David H. Lipman
David H. Lipman has written on 4/21/2013 7:55 AM:
Then I would suggest the following:
There's a danger in having your unencrypted Quicken data on your laptop if you take your laptop with you.
I recommend that you carry your Quicken data on a USB flash drive instead.
(A person who takes his laptop with him would probably not want to carry a USB HD or have access to a networked drive.)
Reply to
Juan Wei
From: "Juan Wei"
No that's not good either. One should not have data on a USB drive and be taken with the person unless the data is encypted. Otherwise one might as well as encrypted the data on the system hard disk. The problem is sensitive or proprietary data being lost or stolen is greater in a mobile environment. The concept is called "Data at Rest".
Reply to
David H. Lipman
David H. Lipman has written on 4/21/2013 2:05 PM:
OK. How's this:
"I recommend that you carry your encrypted Quicken data on a USB flash drive instead."
Reply to
Juan Wei
From: "Juan Wei"
No. If you are going to use Quicken on a mobile device you should encrypt your data or keep Quicken data files on RandomRead/RandomWrite media that you don't go mobile with.
Reply to
David H. Lipman
I've never thought about this before, but this idea just occurred to me. Could I do the following when traveling?
Install Quicken on my laptop, but do not put any Quicken data on it, nor take Quicken data on something like a thumb drive.
Put a couple of accounts on Quicken on the laptop, for credit cards and cash, but do not identify them as to what they are.
Enter transactions into those accounts as the transactions are made.
(Up until this point, it's easy to do. It's the following that I don't know if I can do)
When I return home at the end of the vacation, somehow copy those transactions on the laptop to the real accounts on the Quicken installation on my desktop.
Reply to
Ken Blake
From: "Ken Blake"
That's an interesting questions. Use intermidiate data on the road and merge the data into your relevant data.
That, I don't know.
Reply to
David H. Lipman

[snip]
Yes, exactly.
OK, thanks anyway. Anyone else here know?
Reply to
GSalisbury
"GSalisbury" wrote
File->Export->QIF? File->Export->QFX? Either would probably work for "simple" transactions. - at least I presume so since the options are offered. ------------------------------------------------
I presume you mean "QXF" rather than "QFX".
Both options are possible (though QXF can't handle investment accounts).
The QXF option would require accounts on the road computer with different names than any counterparts on the home computer (QXF only imports to "new" accounts). After importing the QXF into the home computer, you could use the "Move transactions" feature, to move the transactions to the correct account.
The QIF file approach gives you a couple of options.
Import an unmodified QIF file export from the road computer, into a cash (or asset) account on the home computer, then use "Move transactions" to move the transactions to the desired account.
Or modify, then import, the QIF file(s) exported from the road computer using the procedure in the following discussion (this method is the only one that allows importing directly into the desired account).
formatting link
Reply to
John Pollard

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