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Exceeded maximum number of datasets

sindbadwes

on initial install of Quicken 2017 (upgrading from Quicken 13) i get the message that i have exceeded the maximum number of datasets and can't proceed. I suppose this is because my Quicken history goes back 20 years or more and there's a lot of data there.
What to do to "trim" these datasets??

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Accepted answers

UKR

sindbadwes said:

When I click on the button "Talk to Support" nothing happens. That's why I asked how to contact support.
So, how do I contact Support??

To start Chat, your browser must allow popup windows from https://www.quicken.com

On my Firefox browser I also had to set Tools / Options / Privacy & Security / Enhanced Tracking Protection to "Standard" from "Strict".

I recommend you call them on the phone during business hours during the week. The phone number can found in the popup.
If you are eligible for Premium Support (purchased separately or included as part of your subscription to Quicken 2018+ Premier or HB&R) call the number that can be found at the top of your My Account page at https://www.quicken.com/my-account (US) or https://www.quicken.com/canada/my-account (Canada) next to "Quicken Premium Support" when you log in with your Quicken ID.

All comments

splasher

https://www.quicken.com/support/error-when-syncing-mobile-and-web-you-have-exceeded-maximum-number-datasets

sindbadwes

I am not syncing mobile and/or web - I am not syncing anything and never have. I do not even own a mobile device. So what now??

Greg_the_Geek

Quicken Customer Support is the only one that can fix the problem.

UKR

If it's not the (in)famous issue with Web Sync ...
there does appear to be a limit on the number actual data files when Quicken tries to pull up a list of files in File / Find Files or Open Quicken File

How many Quicken data files plus backups plus possibly other junk do you have in the folder that contains your active Quicken data file?
What is the full path and name of your Quicken data file,
e.g., C:\Users\_your_username_\Documents\Quicken\QDATA.QDF

sindbadwes

Here's the content of my folder where I keep Quicken data files. I call it 2017 Quicken Backup. There are 4 files.
2017 Quicken backup/qdata983_20170222_20170222_20170223_20180313_20180519_20191103_SyncLog.dat
2017 Quicken backup/Qdata983_20170222_20170222_20170223_20180313_20180519_20191103.QDF
2017 Quicken backup/Qdata983_20170222_20170222_20170223_20180313_20180519_20191103-2019-11-06.QDF-backup
2017 Quicken backup/Qdata983_20170222_20170222_20170223_20180313_20180519_20191103-2019-11-06-2019-11-07.QDF-backup
2017 Quicken backup/Qdata983_20170222_20170222_20170223_20180313_20180519_20191103-2019-11-07.QDF-backup
2017 Quicken backup/Qdata983_20170222_20170222_20170223_20180313_20180519_20191103OFXLOG.DAT

The top one is a synclog - why it is there, i don't know.
The second one down is the current data file - the other 3 are backups.

I have thoroughly cleaned all other Quicken files off this computer. When I do a Files>File Operations>Find Quicken Files I only get 4 files - I think the Sync one does not appear in the list.

You can see the name of my data file above - the second one down.

UKR

With Quicken closed, I would shorten the data file name from the current monstrosity that it is to just simply qdata983.QDF (leaving the backup names alone)

You appear to have restored backups 6 times in the past, without removing the added datestamp from the filename, hence the long name over time.

IIRC, there still are some length restrictions built into Quicken, when it comes to naming data files and path names. Exceed one and Poof!

By the way, the recommended location for your active Quicken data file is within the \Documents\Quicken folder on your C:-drive
This results in Automatic Backups created by Quicken being stored in \Documents\Quicken\Backup
Manual Backups created by Quicken can be stored anywhere, preferably on an external USB harddrive, memory stick or a cloud backup solution and should not be on your internal harddrive.

Sherlock

I strongly encourage you to reduce the length of the name of your data file and move the file up one level so that it is out of the Backup folder. As you only have one data file, I suggest QData.QDF. Note: You may also remove the .DAT files from the backup folder.

sindbadwes

VERY HELPFUL. THANK YOU.
1) I reduced the data file name to qdata983.QDF
2) I moved the active Qdata file to \Documents\Quicken.
3) I moved the 2017 Quicken Backup folder to a memory stick.

So now the only storage i have is in the \Documents\Quicken folder and these are the only files in there:
/mnt/F488635288631282/Documents and Settings/Wes/Desktop/New folder/BACKUP
/mnt/F488635288631282/Documents and Settings/Wes/Desktop/New folder/qdata983_SyncLog.dat
/mnt/F488635288631282/Documents and Settings/Wes/Desktop/New folder/Qdata983.QDF
/mnt/F488635288631282/Documents and Settings/Wes/Desktop/New folder/Qdata983OFXLOG.DAT

HOWEVER I'm still getting the "exceeded Maximum Number" warning.

Any further suggestions??

I'm constantly being told to go to Quicken Support, but I don't know how to get through to those folks, and what could they say that you can't?
Should I go to them, and how would I SUCCESSFULLY do that??

splasher

It is not what we, fellow users, can say, support is the only group that can fix this issue for you.
Quicken Support

UKR

When I was talking about "the recommended location for your active Quicken data file is within the \Documents\Quicken folder on your C:-drive" I did not say anything about moving your active Quicken data file to a networked external drive, because that, even though it may work (for a while until it breaks), is not supported. Your active Quicken data file should be in
C:\Users\_your_username_\Documents\Quicken.
The long path to the networked drive might still be what's causing your "max. datasets" problem ... I'm guessing, because there's a length restriction on both path and file name and I can't find the exact specs on how long a name can be. It's much shorter than what Windows allows.

sindbadwes

When I click on the button "Talk to Support" nothing happens. That's why I asked how to contact support.
So, how do I contact Support??

sindbadwes

Sorry!! - My active Quicken data file IS in this location:
C:\Users\Wes\Documents\Quicken\
I do my emailing from my Ubuntu drive and the files picked up some extra nomenclature on the transfer over to that drive and i just copied them from a temporary folder I had put on that desktop without noticing they had picked up the extraneous/wrong info.
So that file IS where you said to put it - on the C;\ drive.
And I'm still getting the warning.

thecreator

Hi @sindbadwes ,

See this FAQ: https://community.quicken.com/discussion/7307115/add-your-quicken-information-to-your-posts-plus-how-you-are-connected-to-the-internet

Also review this procedure: https://community.quicken.com/discussion/7731283/installing-reinstalling-and-upgrading-to-windows-quicken-2017-versions-procedural-adjustment

UKR

sindbadwes said:

When I click on the button "Talk to Support" nothing happens. That's why I asked how to contact support.
So, how do I contact Support??

To start Chat, your browser must allow popup windows from https://www.quicken.com

On my Firefox browser I also had to set Tools / Options / Privacy & Security / Enhanced Tracking Protection to "Standard" from "Strict".