Multiple Issues with New Quicken File

john_700
john_700 Member
I started the new year with a completely new Quicken file, after all the headaches with my Schwab account. However, the following issues have repeatedly appeared, and I have some workarounds:

1) None of my accounts will auto-reconcile. Before it was only a couple that would have that problem, but now none of them will auto-reconcile. (FYI: the auto-reconcile was/is checked when I created the accounts.) I only have 15 accounts, but this is still an issue for me to manually reconcile each one.

2) When Quicken One-Step updates, there are no error messages appearing if an account is not updated. When I find the account that is not updated, attempting to update it separately still provides no information. I must "Reset" the account before transactions are downloaded. This occurs no less than twice a week, each time on different accounts.

3) Charles Schwab remains a problem. Quotes are not all being downloaded, and it only updates 50-75% of the securities. I have found a possible workaround, first by not including the CS account in One-Step, then updating separately. Sometimes when that does not work, I disable the online update entirely, and then reinitiate the online update. This is certainly time-consuming, but it works.

Background: Windows 10 Home (updated), Quicken R37.67

Anyone with suggestions?

Answers

  • Quicken Alyssa
    Quicken Alyssa Moderator mod
    Hello @john_700,

    Thank you for coming to the Community to report the issues you are experiencing with your CS accounts, though I apologize that you continue to have issues. I also wanted to thank you for providing such detailed information and even the work-around that you have found that works.

    Regrettably, I do not think that we will have very many suggestions that you have not already tried. I think the best course of action would be for you to contact Quicken Support by phone to report these issues and get them escalated if needed. 

    I am very sorry that this has been your experience and hope that we can get it resolved for you. Thank you for your continued patience and understanding.




    Quicken Alyssa

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