What does green dot next to account name after updating?

rbeau17a

Just started showing up. No new downloaded transactions

Boatnmaniac

@rbeau17a - It just indicates that Quicken completed OSU successfully.  If the dot is red (at least that is the color I think it is...I'm a little color blind to reds) it indicates that Quicken encountered a problem with the Financial Instution (FI) during OSU.

It is important to note that the green dot and the date on the right side of OSU Summary is simply an indication of Quicken having completed OSU with no reported errors.  It is not an indication of when the FI was actually updated in Quicken with new downloaded data.

To see when a FI was last updated with new downloaded data, you need to click on the blue font link beneath the FI name on the OSU Summary saying how many accounts were updated.  That will bring up a popup listing the accounts and showing the last downloaded data date for each of them.

It is not unusual for the accounts update date to be a day earlier than the OSU completion date, especially with accounts that are set up with EWC connections.  But if the two dates are more than a day apart from each other it indicates that something might be wrong, especially if OSU was run during a non-holiday weekday.  In most cases, the issue will self resolve by updating the account in question individually (Account Register > upper right Gear icon > Update now) or by running OSU, again, later in the day or on the next business day.

Boatnmaniac

@rbeau17a - It just indicates that Quicken completed OSU successfully.  If the dot is red (at least that is the color I think it is...I'm a little color blind to reds) it indicates that Quicken encountered a problem with the Financial Instution (FI) during OSU.

It is important to note that the green dot and the date on the right side of OSU Summary is simply an indication of Quicken having completed OSU with no reported errors.  It is not an indication of when the FI was actually updated in Quicken with new downloaded data.

To see when a FI was last updated with new downloaded data, you need to click on the blue font link beneath the FI name on the OSU Summary saying how many accounts were updated.  That will bring up a popup listing the accounts and showing the last downloaded data date for each of them.

It is not unusual for the accounts update date to be a day earlier than the OSU completion date, especially with accounts that are set up with EWC connections.  But if the two dates are more than a day apart from each other it indicates that something might be wrong, especially if OSU was run during a non-holiday weekday.  In most cases, the issue will self resolve by updating the account in question individually (Account Register > upper right Gear icon > Update now) or by running OSU, again, later in the day or on the next business day.

Boatnmaniac

(Edited to add a note below in italics.)

@rbeau17a - Regarding the 2nd part of your post ("No new downloaded transactions."):  Were you expecting there to be new downloaded transactions?  If so, there has been an issue in which some, all or no transactions are getting downloaded for some accounts for some users.  If this is your situation, R28.16 includes a fix for that.  If your Quicken is not at R28.16 you might want to consider updating to it from within Quicken (Help > Check for Updates) or by downloading and installing the Mondo Patch at https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product.  There is also a nice summary of the main fixes/changes in R28.16 that can be viewed from this Monday Patch page.

Note regarding R28.16:  Some users have reported that the first time they run OSU after installing R28.16 there are transactions downloaded that are duplicates of what is already entered in registers.  Duplicate transactions will need to be manually deleted...just be sure not to delete any new, non-duplicate transactions.  Once this is done, downloading of duplicate transactions should not occur, again.