#TipTuesday - Useful info when working with Personal Plus or Home & Business 💁

GerryWinter
GerryWinter Accredited Partner Posts: 1,347 Personal Range Elite Expert Personal Range Expert

For this week's #TipTuesday I've put together a couple of important tips when you're working with Personal Plus and/or Home & Business.

📁 Using your data file

Never work in, or use your data file that you created in OneDrive, Google Drive or any cloud based storage.

Make sure your data file is situated in the top of the root directory of C drive. I usually create a new folder, and call it Reckon Data. You can give the folder any name you like but its important that its in the top level of the C drive.

✍️ Keep your file name less than 8 characters

Another incredibly important tip is around your file name. Keep the name of your data files to 8 characters or less.

When you restore a backup it usually comes back with the date appended to your file name eg. Yourfilenamehere_20240923. I recommend that you rename it to a short name again so that its less than 8 characters in length.

Gerry id 6376

Gerhard Winter

Ph. 0418907140

Reckon Store Next Door

"Always at your Service"

Email: gwinter0808@gmail.com

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Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,452 Reckon Community Manager Community Manager

    Great work @GerryWinter! 👏

    Thanks so much for participating in #TipTuesday and also for the excellent support you provide users of the Reckon Personal Range software here on the Community! 🙌

  • Shocker
    Shocker Member Posts: 2 Novice Member Novice Member

    That's interesting Gerry. I've been storing my Reckon Accounts Personal Plus 2022 files for six months on a OneDrive Personal cloud account with no problems after a catastrophic boot disk failure. The file directory is two levels down from the cloud directory and my datafiles are "home quicken data_20240227.***".

    Am I stretching my luck with this type of configuration?

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,347 Personal Range Elite Expert Personal Range Expert

    Well i guess you have been lucky most people I have to help haven't been so lucky. You can do your backups to OneDrive, no problems. It's just you shouldn't be working in OneDrive because it tends to update itself as you are actually working in the file.

    Just make sure you are doing plenty of backing up.

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com