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One Step Update issue -- locks up program

Beijing Mac

Running Windows, latest version just ran mondo patch to confirm.

Recently observed problem (on Monday 9/18) have not tried for 4-5 days prior but no update issues.

When running Update, I can get update (no problem) from Fidelity, Capital Group and Chevron Federal Credit Union (can run update invididually and when running Group Update, these were all complete. Issue seems to be with American Express, Wells Fargo and Bank of America - at least those I attempted individually. In Group update, those and Schwab, Chase, Citibank, Discover, Lowe's CC and Eglin Fed Credit Union did not complete.

The update just simply hangs up the program and I have to end the program in Task Manager. It will not time out. I confirmed this when I left it overnight.

Anyone else with issues? I don't think this is a single bank issue as it covers multiple FI's and I do have FI's that don't have a problem, that to me indicates it is with Quicken? Anyone from Quicken can help?

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Comments

Quicken Jasmine

Hello @Beijing Mac,

Thank you for reaching out to the Quicken Community, though I apologize that you are experiencing this issue.

Before I can further assist you, I require some more information. Do you receive any error codes or messages? Did this occur after a recent update?

I look forward to your response.

Beijing Mac

Hi Jasmine, thank you.

I don't have any codes as Quicken stops responding. I do have a screen shot:

This was captured when the update froze or hung-up.

Was there a recent update? I can't recall as Quicken pushes numerous small updates, so you would have to check the update push timeline. I have not refused any updates recently.

Thank you

mark chambers

I have the same issue. I had not downloaded transactions for several weeks. I am running a subscription Version on Windows 11 running under Parallels on a Mac. I've been doing this a long time without issues. When I Accessed Quicken, the program updated. I started to update my accounts and was prompted to get permission. I did this for my Amex account and the download went smoothly. When I went to update my Chase accounts, I was also prompted to authorize downloads to Quicken. I did so. I have multiple Chase accounts. When I attempt One Step Update for Chase, I get the progress window, "Chase…..waiting" and it just sits there with the blue dot going around the circle. I get no error message. I have to use Task Manager to get out of the program. I read a post where it was suggested that Synchronizing to Quicken mobile could be causing a problem, so I disabled synchronization, but that was no help. Right now, the progress window has been running for more than 5 minutes.

Beijing Mac

I have not used Quicken Mobile for years, realized I don't need instant access on my mobile and there were so many issues with Quicken syncing everything. That has been disabled on my file for years.

Quicken Jasmine

Hello @Beijing Mac and @mark chambers,

Thank you for joining this thread and for sharing more information.

If you haven't already, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. However, I do recommend that you first save a backup file prior to performing these steps.

Navigate to Edit
Preferences...
Quicken ID & Cloud accounts
Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
Follow the prompts to Sign Out
Sign back in using your Quicken ID (email) and password (this screen is not a pop-up box)

I hope this helps!

Beijing Mac

I have talked to Quicken Support — Here is what they recommended / had me do and I am currently in process of going through all my accounts, so far so good.

Create a new Copy of your account — apparently this disconnects all online connections and go through and reconnect everything one by one. This is from File / copy or back up — then create a copy. fingers crossed, all working as I have been able to reconnect the problem accounts and have reconnected accounts with no problem. Currently about 2/3s of way reconnecting. Am leaving Schwab to the last as this also involved my old Ameritrade accounts and I had several of these.

Quicken Jasmine

Hello @Beijing Mac,

Thank you for coming back to update us.

Please keep us updated on how this process goes!