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One Step Update keeps updating for a financial institution I have unchecked - and it won't stop

robinsd

I have a certain financial institution that I only need to update once a month so I keep it unchecked in One Step Update. However OSU always checks it anyway and comes back with an error message OL-295A for 2 accounts with zero balances.

Why? I don't want to update these accounts except once a month when dividends are paid. The main reason is that updating them requires an annoying sequence of getting a dialog in Quicken from the institution asking me whether I prefer my 2FA code via email or text. I have to reply and then wait for the emailed code and then fill it in before OSU continues. Note that this sequence of actions only happens when I actually have the institution checked in OSU. On normal days I just get the error message.

No, it doesn't really hurt anything but I have a philosophy that showing error messages to users regularly innoculates them against reacting to actual error messages that are important.

Screenshots of process below:

Image: https://us.v-cdn.net/6031128/uploads/editor/ao/2kj86h8dux8i.jpg

Image: https://us.v-cdn.net/6031128/uploads/editor/q1/0auxudzuxdt3.jpg

Image: https://us.v-cdn.net/6031128/uploads/editor/40/8x1i2iomvyaz.png

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Accepted answers

Quicken Sarah

robinsd said:

PS. Is there a way to change my username here on the forum for confidentiality reasons?

Hello @robinsd

We'd be happy to change your username on your behalf, please just reply here and let us know what username you would prefer.

Please note, Usernames must be unique and not in use by any other Users and can only contain letters, numbers, or underscores, and must be between 3 and 20 characters long.

Thank you,

Sarah

Sherlock

If you do not want to view prior update results, I suggest you select check the box to the left Show just the last update on the One Step Update Summary window.

Note: The error status will persist in the Summary until it has been cleared. I suggest you exit Quicken and rename (or delete) the Quicken file's runtime.dat file within the hidden ProgramData\Quicken\Inet folder.

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robinsd

Quicken Premier Windows 10 Pro 21H1 Build 19043.1151
R34.24
Build 21.1.34.24
Sorry, marked as answer by mistake

robinsd

PS. Is there a way to change my username here on the forum for confidentiality reasons?

Quicken Sarah

robinsd said:

PS. Is there a way to change my username here on the forum for confidentiality reasons?

Hello @robinsd

We'd be happy to change your username on your behalf, please just reply here and let us know what username you would prefer.

Please note, Usernames must be unique and not in use by any other Users and can only contain letters, numbers, or underscores, and must be between 3 and 20 characters long.

Thank you,

Sarah

robinsd

Sarah, let's try robinsd

Quicken Sarah

@robinsd - thanks so much for the reply! Your username has been changed as requested, although you may need to refresh the browser before you see the change take effect.

Thanks again! - Sarah

robinsd

@Quicken Sarah, Thanks! I feel safer now.

Reposting my original question since I have a feeling it won't get any attention since I've marked it as answered. If you see this I hope you can delete my original question since I cannot. Thanks again for your help!

robinsd

[Removed - Duplicate]

Boatnmaniac

When you uncheck the FI(s) in One Step Update Settings do you click on Apply before you click on Update Now? Quicken will not remember your Settings changes if you do not click on Apply.

Sherlock