Quicken 2020 Mac Version 5.18.2 (Build 518.35919.100) Reconcile Broken

CajunCB

I am experiencing a beachball when I reconcile accounts. If I check a transaction as complete, I get the beachball for about 3-6 seconds. If you wait, the check mark is placed in the reconcile box.

This is new starting about October 15. It is a PITA to reconcile now.

Can anyone offer solutions?

I am running iMac with Catalina 10.15.7.

Quicken Anja

Hello @CajunCB,

Thank you for taking the time to reach out to the Community and tell us about your issue, though I apologize that you are experiencing this.

You can try to export and import the data from your current data file into a new data file to see if the same issue occurs in the new file. Doing this copies your data into a new file without affecting your original file. Should this not work, then you can always switch back to the original file after.

To do so, please, follow the steps below--

1. Got to File
2. Export
3. Quicken Windows Transfer File (QXF)... (even if you are on Mac)
4. Save the exported file somewhere you can easily locate it (e.g.: DeskTop)
5. Go back to File
6. New...
7. Start from Scratch
8. Follow the prompts until it takes you to the new and empty data file
   
9. Close the Add Checking Account pop-up
10. Back to File
11. Import
12. Quicken Windows Transfer File (QDF, QXF)...
13. Select the .QXF file you previously exported
    
14. Click Ok once you receive the message saying that the import was successful

Once that is done, you should see that all your banking accounts (Checking, savings, money markets, credit cards, etc) were added to this new data file. Any investment accounts (if you have them) will remain in your original file and not be imported to the new file as these account types do not export nor import. You can find more detailed information in this support article regarding what .QXF does and/or does not export/import under the section titled "More about QXF files".

If this resolves the issue, you can rename and move forward using the new file you imported your data to. Please, note that if you have your accounts set up for automatic downloads-- you may need to re-establish those connections in the new file.

Here are steps in case you would like to rename the new file from the name Quicken will auto-assign to it--

1. File
2. Rename

If you need to switch back to your original file, please follow the steps below--

1. File
2. Open Recent
3. Select the original data file name
4. Click Open

Let us know how it goes!

John_M

Have you tried rebooting your computer?

CajunCB

I reboot it every day. Thanks

Quicken Anja

Hello @CajunCB,

Thank you for taking the time to reach out to the Community and tell us about your issue, though I apologize that you are experiencing this.

You can try to export and import the data from your current data file into a new data file to see if the same issue occurs in the new file. Doing this copies your data into a new file without affecting your original file. Should this not work, then you can always switch back to the original file after.

To do so, please, follow the steps below--

1. Got to File
2. Export
3. Quicken Windows Transfer File (QXF)... (even if you are on Mac)
4. Save the exported file somewhere you can easily locate it (e.g.: DeskTop)
5. Go back to File
6. New...
7. Start from Scratch
8. Follow the prompts until it takes you to the new and empty data file
   
9. Close the Add Checking Account pop-up
10. Back to File
11. Import
12. Quicken Windows Transfer File (QDF, QXF)...
13. Select the .QXF file you previously exported
    
14. Click Ok once you receive the message saying that the import was successful

Once that is done, you should see that all your banking accounts (Checking, savings, money markets, credit cards, etc) were added to this new data file. Any investment accounts (if you have them) will remain in your original file and not be imported to the new file as these account types do not export nor import. You can find more detailed information in this support article regarding what .QXF does and/or does not export/import under the section titled "More about QXF files".

If this resolves the issue, you can rename and move forward using the new file you imported your data to. Please, note that if you have your accounts set up for automatic downloads-- you may need to re-establish those connections in the new file.

Here are steps in case you would like to rename the new file from the name Quicken will auto-assign to it--

1. File
2. Rename

If you need to switch back to your original file, please follow the steps below--

1. File
2. Open Recent
3. Select the original data file name
4. Click Open

Let us know how it goes!