Is there a problem updating investment prices?

TA3

Quicken either failed to update investment prices or they are not appearing for Fidelity brokerage on 6-30-20 as of 10pm. Today (7/1) after the market closed, there are no investment updates appearing for Fidelity or Vanguard.

Is this a known issue?

R27.24

Sherlock

If you haven't already, you may want to review: https://community.quicken.com/discussion/7877282/cannot-view-quotes-after-installing-ver-r27-24-build-27-1-27-24-on-6-24-2020/p1

Sherlock

TA3 said:

Thanks Sherlock for that pointer.

Sounds like Yes there is a problem updating investment prices.

Now I have figure out how to revert to a prior version.

For us, performing the quote update after the One Step Update works around the issue: press Ctrl + U and select Update

To revert to an earlier release, I suggest you perform a clean uninstall, install while disconnected from the internet, update by applying the appropriate Mondo Patch, and restoring a data file saved prior to updating from the earlier patch release.  If you haven’t already, you may want to review: https://www.quicken.com/support/using-qcleanui-uninstall-quicken.  To update Quicken, I recommend you download and apply the appropriate Mondo Patch from: https://www.quicken.com/support/patching-updates-windows or http://www.quicknperlwiz.com/quickenpatches.html

Sherlock

TA3 said:

Sherlock: "For us, performing the quote update after the One Step Update works around the issue: press Ctrl + U and select Update"

Thanks for the tip. Other shortcuts work, eg CTRL+A brings up accounts, CTRL+K brings up a calendar. If I do a One Step update then close that dialog box then press CTRL+U from the main Investing tab, nothing appears to happen and I see no option to select Update. Is there a particular screen or box where I should press CTRL+U ?

Fwiw, I did find that after doing a One Step update (updates do not appear), if I then go to the 'Security Detail View' for a particular investment and click-on 'Download Quotes' then a box appears showing a connection and all investments are updated. I'll see if this works tomorrow and, if so, use that approach as a workaround without reverting to a prior release.

Thank you for your help - much appreciated.

Pressing Ctrl + U should open the Portfolio view with a selectable Update button:

Sherlock

If you haven't already, you may want to review: https://community.quicken.com/discussion/7877282/cannot-view-quotes-after-installing-ver-r27-24-build-27-1-27-24-on-6-24-2020/p1

TA3

Thanks Sherlock for that pointer.

Sounds like Yes there is a problem updating investment prices.

Now I have figure out how to revert to a prior version.

Sherlock

TA3 said:

Thanks Sherlock for that pointer.

Sounds like Yes there is a problem updating investment prices.

Now I have figure out how to revert to a prior version.

For us, performing the quote update after the One Step Update works around the issue: press Ctrl + U and select Update

To revert to an earlier release, I suggest you perform a clean uninstall, install while disconnected from the internet, update by applying the appropriate Mondo Patch, and restoring a data file saved prior to updating from the earlier patch release.  If you haven’t already, you may want to review: https://www.quicken.com/support/using-qcleanui-uninstall-quicken.  To update Quicken, I recommend you download and apply the appropriate Mondo Patch from: https://www.quicken.com/support/patching-updates-windows or http://www.quicknperlwiz.com/quickenpatches.html

TA3

Sherlock: "For us, performing the quote update after the One Step Update works around the issue: press Ctrl + U and select Update"

Thanks for the tip. Other shortcuts work, eg CTRL+A brings up accounts, CTRL+K brings up a calendar. If I do a One Step update then close that dialog box then press CTRL+U from the main Investing tab, nothing appears to happen and I see no option to select Update. Is there a particular screen or box where I should press CTRL+U ?

Fwiw, I did find that after doing a One Step update (updates do not appear), if I then go to the 'Security Detail View' for a particular investment and click-on 'Download Quotes' then a box appears showing a connection and all investments are updated. I'll see if this works tomorrow and, if so, use that approach as a workaround without reverting to a prior release.

Thank you for your help - much appreciated.

Sherlock

TA3 said:

Sherlock: "For us, performing the quote update after the One Step Update works around the issue: press Ctrl + U and select Update"

Thanks for the tip. Other shortcuts work, eg CTRL+A brings up accounts, CTRL+K brings up a calendar. If I do a One Step update then close that dialog box then press CTRL+U from the main Investing tab, nothing appears to happen and I see no option to select Update. Is there a particular screen or box where I should press CTRL+U ?

Fwiw, I did find that after doing a One Step update (updates do not appear), if I then go to the 'Security Detail View' for a particular investment and click-on 'Download Quotes' then a box appears showing a connection and all investments are updated. I'll see if this works tomorrow and, if so, use that approach as a workaround without reverting to a prior release.

Thank you for your help - much appreciated.

Pressing Ctrl + U should open the Portfolio view with a selectable Update button:

TA3

Got it.

Thanks again.

jfclague

Sherlock said:

TA3 said:

Sherlock: "For us, performing the quote update after the One Step Update works around the issue: press Ctrl + U and select Update"

Thanks for the tip. Other shortcuts work, eg CTRL+A brings up accounts, CTRL+K brings up a calendar. If I do a One Step update then close that dialog box then press CTRL+U from the main Investing tab, nothing appears to happen and I see no option to select Update. Is there a particular screen or box where I should press CTRL+U ?

Fwiw, I did find that after doing a One Step update (updates do not appear), if I then go to the 'Security Detail View' for a particular investment and click-on 'Download Quotes' then a box appears showing a connection and all investments are updated. I'll see if this works tomorrow and, if so, use that approach as a workaround without reverting to a prior release.

Thank you for your help - much appreciated.

Pressing Ctrl + U should open the Portfolio view with a selectable Update button:

Unfortunately, if you run a One Step Update, it reverts back to the previous amounts.

TA3

Thanks for that info jfclague. Good to know.

I don't frequent this forum. I'm curious - do problems identified by users here somehow get relayed to Quicken? Does Quicken acknowledge issues reported by end-users, to the effect of creating a 'case' and saying they will fix it?

Thanks.

Sherlock

jfclague said:

Sherlock said:

TA3 said:

Sherlock: "For us, performing the quote update after the One Step Update works around the issue: press Ctrl + U and select Update"

Thanks for the tip. Other shortcuts work, eg CTRL+A brings up accounts, CTRL+K brings up a calendar. If I do a One Step update then close that dialog box then press CTRL+U from the main Investing tab, nothing appears to happen and I see no option to select Update. Is there a particular screen or box where I should press CTRL+U ?

Fwiw, I did find that after doing a One Step update (updates do not appear), if I then go to the 'Security Detail View' for a particular investment and click-on 'Download Quotes' then a box appears showing a connection and all investments are updated. I'll see if this works tomorrow and, if so, use that approach as a workaround without reverting to a prior release.

Thank you for your help - much appreciated.

Pressing Ctrl + U should open the Portfolio view with a selectable Update button:

Unfortunately, if you run a One Step Update, it reverts back to the previous amounts.

Fortunately, if you press Ctrl + U and select Update, it reverts back to the previous amounts.