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Add Account

Txmom

Can I add an account without renewing the subscription. I upgraded my to Windows 11 and my old Quicken software would not work. So I purchased a new version of Quicken in 2020. I need to update some information by moving an old account from being an investment account to a banking account. For some reason a withdraw entry from an account also shows up on another investment account that has nothing to do with the account I am entering the info on. I figured I must have set it up wrong to begin with and now I am trying to correct it, I do not download anything, I enter all info manually just for an overview purpose to keep up with balances , etc.

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Accepted answers

Sherlock

We may add offline accounts to an existing Quicken file with an expired subscription.

A withdraw entry should not show up in an account register without a reason. I suggest you reconcile the registers and resolve any discrepancies.

Sherlock

Txmom said:

Everytime I try to add an account, the following pops up: you have exceeded the maximum number of datasets. You cannot create a new dataset or continue to perform your current task at this time Please contact Quicken Support at http:/www.quicken.com/contact-support for help resolving this issue.
Since I have not renewed my subscription will they help to get this cleared up without a fee?

Yes.

All comments

Sherlock

Txmom

Everytime I try to add an account, the following pops up: you have exceeded the maximum number of datasets. You cannot create a new dataset or continue to perform your current task at this time Please contact Quicken Support at http:/www.quicken.com/contact-support for help resolving this issue.
Since I have not renewed my subscription will they help to get this cleared up without a fee?

Sherlock

Txmom said:

Everytime I try to add an account, the following pops up: you have exceeded the maximum number of datasets. You cannot create a new dataset or continue to perform your current task at this time Please contact Quicken Support at http:/www.quicken.com/contact-support for help resolving this issue.
Since I have not renewed my subscription will they help to get this cleared up without a fee?

Yes.

Txmom

Thank you for your response. I know I originally entered stuff incorrectly and when trying to fix and correct. I keep getting the above message. I guess since I am not proficient in the software, I definitely made a mess of my account, but I can understand what I entered, it is just that the program is automated to enter things based on the selection we choose. I guess I am just too old (67). Thanks again.

Txmom

I just tried to do a chat about the issue I have with the maximum dataset and it said the following:
If your Quicken subscription has expired

(This error will occur when a subscription has expired. To create a new dataset, you will need to renew your subscription. )

I don't know why this pop up comes up. It will not let me add an account and everytime I click on the + (add account) this pop up appears. I thought I did not have to renew the subscription since I only add everything manually and never download anything. You commented that I should be able to do this. Do you know why this pop up keeps coming up? Any help would be appreciated.

mshiggins

@Txmom the support person you spoke to was incorrect. I've flagged your post for the moderators attention. They should be able to help you get the issue resolved.

Quicken Anja

Hello @Txmom,

I have sent you a direct message, please navigate to the inbox in the top right-hand corner of the Community page and check your inbox.

Thank you!

[Deleted User]

If what Quicken Customer Support is incorrect, then this Quicken Support article needs to be updated as well.

https://www.quicken.com/support/error-you-have-exceeded-maximum-number-datasets

It contains the same answer that the OP received.

Quicken Anja

@Damian Thank you for pointing this out! I will submit a modification request for that article as the internal notes (visible to Quicken Staff only) on the same article indicates otherwise.

Thanks!