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Need to Re-create Investment Account

My thanks to "CW" who gave me great advice in a previous post. I am using Q05 Deluxe. Unfortunately, the backup file that listed all the currently held securities was deleted in error (my fault).

The problem started when I deleted the backup file. Upon the subsequent download, two years worth of transactions were downloaded. This created many duplicate records and altered the validity of the account. Attempts to manually delete these duplicates (and possibly some valid transactions) only made the problem worse.

Is there a way I could do the following:

  1. Retain the Account Set-up info; delete all remaining transactions; then download all available transactions from Vanguard?

  1. Make a manual adjustment to reconcile with current statement?

Any other suggestions on how to fix this would be welcomed.

Thanks, Alan

Reply to
AlanW
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Hi, Alan.

Could you PLEASE clarify whether you also deleted your AUTOMATIC BACKUP files?

As I explained in the other thread, Quicken automatically makes a backup every week. Even if you deleted EVERY manual backup that you've made, those automatic backups should still be there. Unless you specifically deleted all of those, too, but why would you do that? In your previous message in the other thread you said, "Unfortunately, my only valid backups occurred after I deleted the files." Even if your only manual backups were after the deletion, you might still find some earlier automatic backups that would have at least some of the data and settings that could save you a lot of work.

Do you have a Quicken\Backup folder? What is in it?

And please continue this conversation in the same thread. Starting a new thread each time makes it hard to follow the context.

RC

Reply to
R. C. White

Thanks RC for trying to help. I use Q05 Delux. My goal is to correct one Vanguard Investment Account.

  1. I did delete the older back up files - because I thought the most current would be all I needed.

  1. I do have a backup folder, however, all the backups are subsequent to the problem.

  2. I have 8 other accounts - all of which are ok - since I also handle bill paying for a family member.

  1. The Qdata file contains all the accounts. I only need to correct the one.

Any suggestions would be welcomed.

Thanks, Alan

Reply to
AlanW

Hi, Alan.

You STILL haven't said clearly if this is the Quicken\BACKUP folder which contains Quicken's AUTOMATIC backups. :>( "A backup folder" could be any folder, including the one where you keep your manual backups. And "all the backups" might mean only the ones that you have created.

How many weeks' automatic backups are there? For more future protection, you might want to set this to 5 or more; the max is 9 and the default may be

2, but I don't really remember. (Edit | Preferences | Quicken Program | Backup: "Maximum number of backup copies") One of the first things I do each time I reinstall Quicken is set this to 5. Then I always have over a month of backups, even if my manual backups get corrupted or deleted.

If all your automatic backups are too new to include the uncorrupted Vanguard account, and if all your earlier manual backups have been deleted, then I don't know how to help you. I suppose you will just have to recreate that account manually. Since I have no experience in downloading investment accounts, I'll retire from this thread and let others help you. Good luck!

RC

Reply to
R. C. White

To clarify, my regular back up files and the automatic backup files were deleted in error. It appears I will need to re-create the file manually. Thanks for trying to help.

Alan

Reply to
AlanW

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