Restored Account

davidvernonlong's Avatar

davidvernonlong

06 Feb, 2023 06:50 AM

Recently I have seen a lot of restored accounts. I foolishly deleted them and now I have a lot of strange balances. I read a previous closed post which explains that this happens when MD does not have an account to post a transaction to. I am trying to understand how this happens , so I can trace the corrections I make, and also to prevent this happens. I have 2 computers sharing a MD file by using the sync function, and I also restored a backup file.
It seems to happen that there is a purchase of a security, which was added to the an investment account correctly. Now, when I look at the "restored" transaction, it seems that the security no longer exists in the investment account, so I have to add the security again, and then correct the restored transaction. It seems to me that either the files were not syncing properly, or I restored the backup file in the computer which had not synced properly, so the the file in the PC I was backing up to , had not yet added the security, so it did not recognize the security purchase contained in the backup file. Or should the backup file have included the security addition already. Sorry , so garbled. Any guidance would help. David

  1. 1 Posted by Stuart Beesley ... on 06 Feb, 2023 07:40 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    The typical reason is where your sync data was setup a long time ago and is now not complete. Best solution is to (1) rebuild sync, or (2) blow it away and setup sync again

    Both require toolbox, advanced mode.

    1. On primary, force refresh/push sync data. Wait 10 mins, restart all MDs

    2. disconnect all MDs from sync, then on primary, force reset sync settings. Restart. Setup sync again. On all devices file/new/open sync file. Select the new dataset. Make sure you don’t select the old one.

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