Should I start fresh with New Quicken File?

After repeat problems with Seacoast Bank downloads , it was suggested I create a new “test data file”, add my Seacoast Accounts and see if I have same issues. I did this and all Seacoast Files downloaded properly. My question now: should I use this New Quicken File going forward? My old data file is huge and I’d previously had eTrade and Schwab issues that I never was able to resolve so just stopped downloading them into Quicken. Before I add all my investment and credit card accounts to this New Quicken File, no small task, I wanted to ask for some feedback.


  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭

    Have you tried salvaging your current file with the Copy > Validate routine suggested as the third item here :

    This process will take a bit of work as the Copy process will disconnect all Accounts from downloading and that will need to be re-established, but trying to get all your information out of the old file and into the new one - if you go that route - will be a lot more work.

    Before abandoning the old file you might want to see if downloading works for all your connected Accounts in the new test file.

  • BstaedL
    BstaedL Member ✭✭
    I did try Copy>Validate to resolve the Charles Schwab Issue - I had forgotten that. I could never get through a file validation, it just kept spinning and spinning. I tried quicken help a few times but never got it to validate so started working around the issue -I gave up and just quit using Quicken for Schwab...