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Can I reset the "Multiple Accounts" view in "Projected Balances"?

Rob0412

I'm trying to look at a group of my accounts but the graph always includes 21 additional accounts - ranging from assets to debts to retirement accounts - that do not actually appear in the list and cannot be removed. Even checking "Show separate accounts" and then clicking "Clear All" leaves these behind. Aside from the general clutter, these stuck accounts include my house and my mortgage which throw off the Y-axis by a couple of orders of magnitude. FWIW the file is probably nearing 15yrs old and likely has all sorts of cruft from years of upgrades and migrations.

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Quicken Kristina

Hello @Rob0412,

Thank you for reaching out to the Community and telling us about this issue. I'm sorry to hear you're running into this problem. When did you first notice this issue? Which version of Quicken were you using when the issue started? What kind of accounts are these stuck accounts? The specific examples you give (house, mortgage) implies that you may have bill reminders that would be taking money from your payment account at set intervals to make payments. If that is the case, then those reminders would be included if the account the funds are being taken from is included. Are you able to provide a screenshot (with any personal information blurred or obscured) showing the transactions associated with these stuck accounts that are showing up in your Projected Balances screen? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Thank you.

Rob0412

I had used the multiple accounts view for years, had it break after an update sometime after the Intuit/Quicken split, and then kind of forgot about it. I think I figured it would be fixed in some future release like so many things at the time. Not very helpful, I know. I just looked at it again the other day and am on R51.12 (27.1.51.12).

Only 5 of the 21 accounts in question have transactions associated.

Stuck accounts include:
- Assets
— 2x Autos, no transactions scheduled
— House, no transactions scheduled on the asset itself
- Liabilities
— Mortgage with transactions scheduled
— 2x with transactions scheduled
— 5x closed with no transactions scheduled
- Investment
— 2x with transactions
— 8x with no transactions scheduled

I did notice that while closing the account doesn't remove it, marking it as separate does (which I did for the closed ones). While that's kinda technically a solution it breaks all sorts of other things because I don't want all those accounts separate - I just want them out of of this view.

Thanks for your help.

Quicken Kristina

Thank you for your reply,

I suggest that you try validating and/or super validating your data file. Please save a backup file prior to performing these steps.

Validate:

File
Validate and Repair File...
Validate File
Click OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
Reopen Quicken and see if the issue persists.

If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate.

Super Validate:

File
Hold CTRL + Shift and click Validate and Repair File...
Super Validate File
Click OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
Reopen Quicken and see if the issue persists.

Thank you.

Rob0412

I tried both validating and super-validating and the issue persists. This is what I'm looking at if I do Multiple Accounts —> Selected Accounts —> Check Show Separate Accounts —> Clear All —> OK

Rob0412

Also, thank you for your help.

Quicken Kristina

Thank you for your reply,

Considering how long this issue has been going on, restoring a backup from before the issue started probably isn't a viable option. I suggest that you try creating a copy of your data file, which will rebuild all of the internal lists and database tables. If successful, you would then move forward with the copied file. To create a copy, please navigate to File > Copy or Backup File... > Create a copy or template (see examples below) which will also allow you to select a date range to move forward with.
If you wish to move forward with your entire data file, please check the full date range of your entire data file before copying so you can enter the correct date range if you do not wish to "shrink" your file by eliminating certain dates.

It's important to know that all online services will be disconnected in the copied file, and you will need to sign back in with your Quicken ID and reconnect all of your online accounts, online billers, Quicken Bill Manager services, etc if you plan to use that copied file going forward. The reason for this is that the new copy also creates a new and separate dataset ID.

If the issue is not resolved in the copied file either, then feel free to switch back to your original file.

Thank you!

Rob0412

Neither a full copy or a year-to-date copy resolved the issue, unfortunately.

Quicken Anja

Hello @Rob0412,

Thank you for following the instructions previously provided by Kristina, though we're sorry to hear that the issue persists.

At this point, we advise contacting Quicken Support directly for further assistance and possible escalation if they see fit.

We apologize for any inconvenience! Thank you.