Thank you for your help this morning. You were an enormous help to me - very patient and generous with your time. I learnt a great deal about how to use Reckon Personal Plus, the files and folders and what you can and can’t do. As I am engineer, I appreciated your caution and was confident you would not risk damaging my 27 years of family and investment data.
Your comment does not make clear that the <OldFiles> folder is wrongly named in the “Installation and Upgrade Guide”. The folder is actually called <BACKUP> and, as you said, is a SUB FOLDER of <Documents\Quicken>.
I got into a mess by trying to save my files, since the upgrade to PP2017, into a folder called <Reckon 2017> instead of leaving them in Quicken. Since your help this morning, and more attempts to make my “What-If” of my main file, I’ve realised that, at my level of competence, it seems to be essential that I leave the PP2017 data files in <Quicken>.
I was also concerned that I had not used the default folder name when I upgraded to PP2017 and this might cause me problems now or next time I upgrade. I changed the name to Reckon 2017 to minimise the number of characters in the path (because path and file names longer than 140 characters in total are not backed up by Windows). Gary assured me there is no need to be concerned, BUT definitely do not rename this or any other folder once the program is in it.