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USAA OSU Hanging

System

This discussion was created from comments split from: USAA Direct Connect Set Up [Edited].

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Quicken Anja

Hello @trishinhouston,

Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

Are you experiencing the spinning circle only when attempting to update your USAA accounts, or do you experience this while trying to update accounts from other financial institutions as well?

Check back and let us know! Thank you.

unknown

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Quicken Anja

Thank you for your response and for providing additional information.

I'd like to start off by having you create a new (test) file to see if you experience the same issue in a new file as well. In doing so, we will be able to determine whether or not this is caused by an issue within your current data file.

Follow the steps below to create a test file:

Choose File menu > New Quicken File.
Select New Quicken File.
Click OK.
In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to easily be able to tell it apart from your main file. Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.
Sign in with your Quicken ID (if prompted). If you are prompted to create a Quicken ID, click Sign In under the Create Account prompt.
Select to not use Mobile (if prompted).
Click Add Account and try adding the same account you described experiencing this issue with

After adding accounts, see if you are experiencing the same problem in this test file. From there, you can then switch back to your original file.

Follow the steps below to switch files:

Click the File menu.
Look near the bottom of the options list.
Select the data file you want to open.

Quicken will list the most recently opened data files, with a checkmark next to the file you are currently viewing.

Let us know how it goes!

unknown

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Quicken Anja

Thank you for following up.

Next, I recommend that you perform a clean uninstall/reinstall (this is different from simply uninstalling and reinstalling the program) which will clear out and replace the existing configuration files for Quicken (this does not affect any of your data and/or backup files).

To do so, please refer to this support article and scroll down to the section titled If the steps above do not resolve the issue. Then, open and follow the instructions found in the blue dropdown sections titled First: Download and use QCleanUI and Second: Rename Quicken Shared Folders.

Let us know how it goes!