Multiple Issues with New Quicken File
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?
