Because I have been using Quicken for a long time I have a vast number of data copies on both hard drives and as well as the portable hard drive. My problem is that with so much data I have trouble finding what I want and then saving it. Could someone please help me to clean up the mess remembering the Tax Office require data be kept for 5 years.
It is also worth mentioning I have three separate data files
I do the same thing ... 2 licences, 2 computers in different locations and portable hard drive. I keep one data file as my current file. When I move locations the last thing I do is back up my data files (including quicken files) to the portable hard drive. I take the portable hard drive with me when I move. When I arrive at the new location the first thing I do is restore my data files to the computer at the new location, from the portable hard drive. This way I keep only one current file which is on the computer at my current location.
I am thinking of using Dropbox or similar to transfer the files as a backup system. I worry if the portable drive gets damaged.
You just have to work out a procedure then maintain discipline to use it.
my thoughts are a little different
I backup to Google Drive, also Onedrive and a portable hard drive with no main preferance.
I always use the .rkn backup version as i only need to see and restore 1 file when i transfer from one computer to another.
This is applicable to all your data files.
Rename each file acordingly and make sure the name dont get to long as this can cause problems
The backups that Quicken generates are saved in a specific directory. I have Quicken set to overwrite the backups after 5 files.
The other files on my portable drive are over written with new data when I backup just prior to a move.
I like Gerry's idea of a "cloud" solution.
Ignore the overwrite backup no. setting just tick the box to "add the date to a backup" in the Preference settings and you wont save over any existing backups ever, after a time you can go and delete older versions as the newer ones will have all the info of the old ones anyway.
I can gain access to my 3 current data files by clicking on them in the menu at the bottom. However, I am surprised to see 2 of the 3 have the following address:
C:\Users\John\AppData\Local\Temp\ - followed by the name of the data file along with its identification number. Should they be stored somewhere else?
Another question: I have the data files in the Documents folder? Is that where they should be? The backups are on the portable drive with a new folder name as suggested.
If you find that the data files name sometimes changes you can always rename it in the drop down menu,File, File Operations, Rename to the name you want.