can I delete a damaged account and then install it from Schwab

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ekbm90
ekbm90 Member ✭✭
After the last release install, one of my Schwab accounts is missing all cost basis info.
Should I uninstall the release or delete the account and then add it back through Schwab?

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
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    I would first suggest restoring a backup file from just before the version update.  Before proceeding, make sure to backup your current file.
    Quicken now inserts the version number of the version being updated into the backup file name.  It looks something like this...see the version that is highlighted in yellow.  In your case the version number might be different but it will look like this.:
    This backup file will be saved where you have your preferences set to save automatic backup file.  Go to File > Restore a Backup File > under "Restore from automatic backups" look for and select the file > Restore Backup > Overwrite > Restore Backup.
    Let me know if this resolves the issue for you.

    Quicken Classic Premier (US) Subscription: R57.16 on Windows 11

  • ekbm90
    ekbm90 Member ✭✭
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    Thank you. I tried this but the cost basis info was still missing in the restored file. Shouldn't I be able to delete this account and then reinstall it from my brokerage account?
  • [Deleted User]
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    @ekbm90 - have you tried doing a validate or super validate?  Click on File->Validate and Repair File.  To do a super validate hold down Ctrl+Shift when you click on Validate and Repair File.  I would try this before recreating the account.

    Checkmark "Validate file".  There is an additional option to "rebuild investing lots".  I would also check your price history to make sure it hasn't been corrupted.  There is also an option to fix price history. 

    Please make a backup before doing a validate or making any major changes to your data file.  And also, please take note of the important messages for each of the validate options.


  • ekbm90
    ekbm90 Member ✭✭
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    Still no cost basis info. Schwab advisor said it is a Quicken problem. Guess I need to have a Chat with Quicken. Just haven't had the time. thanks for your suggestion
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