One Step Update Adding Erroneous Accounts to File

Iggy

I have three separate data files that I use with Quicken. After I do a one step update on one file (e.g., File A) and then go into one of the other files (File B or File C) and do an update, accounts from File A are populated into the other file and a one step update is done as well and transactions downloaded for those accounts. This also happens if I do an update on File B and then open File C. Accounts from File B will appear in File C. Tech support tells me to delete the erroneous accounts and that the file should be fine. This has not worked and does not fix the problem. Somewhere in the Quicken software, it seems it is not closing the previously opened file properly.

Quicken Jared

Iggy said:

I have three separate data files that I use with Quicken. After I do a one step update on one file (e.g., File A) and then go into one of the other files (File B or File C) and do an update, accounts from File A are populated into the other file and a one step update is done as well and transactions downloaded for those accounts. This also happens if I do an update on File B and then open File C. Accounts from File B will appear in File C. Tech support tells me to delete the erroneous accounts and that the file should be fine. This has not worked and does not fix the problem. Somewhere in the Quicken software, it seems it is not closing the previously opened file properly.

Hello @Iggy,   

We are sorry to hear about these problems with online banking services. Thank you for letting us know about this here on the Quicken Community.

First, where are these data files located? You can check this anytime by navigating to File > Show this file on my computer... in the upper menu at the top of the screen. Make sure that your current active data file is located on your computer and not on an external drive or cloud-based storage service, as these locations can cause erratic behavior and even data damage.

Also, are the transactions being moved inappropriately from one data file to another associated with a particular financial institution?

I look forward to hearing your answers, and I hope to work with you further. 

Thank you,

Quicken Jared 

mshiggins

I’m going to guess the 3 separate files were made by a File | Copy?

Iggy

The three data files are all located on my c: drive. I have put each file in a separate directory. While the transactions that are in the accounts in the correct file are not being "moved" , the update process is going out to the banks and doing a download for the erroneous accounts into the wrong file.

Iggy

The problem occurs with any financial institution that is set up. It does not seem to be particular to any one institution. The problem is particularly egregious though with Chase.

Chris_QPW

As eluded by @mshiggins, how were those data files created?

If you created them by copying one data file to the others using Windows File Explorer or if you made these copies over a long time ago using Quicken's copy then in fact these data files will be treated as one and when you do One Step Update the sync from the Quicken Cloud dataset to the Quicken Data file will most likely get messed up.

Every Quicken data file has a unique Id in it which is used during the sync to connect it to the correct Quicken Cloud dataset.  If you just use Windows File Explorer Copy you are creating multiple data files with the same unique Id even if you are treating them as different data files.  And Quicken's copy function changed about a year to two years ago.  It used to do the same things as the Windows File Explorer copy and not change the unique Id.  The newer version of the copy changing the unique Id and deactivates all online services to make sure that it is really separate from the other data files.

I suggest that you use the new Copy in Quicken that "makes a template" so that you are sure that these data files are separated from the "main data file".

Iggy

Thank you for your insight into the problem. I have spent hours with Quicken technical support and they could not help me. I followed your suggestion and copied the files and that seems to have fixed the problem.