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Dloj

I have used Quicken ever since it came out in 94 I believe, and it has worked great. But ever since there was an developer change where I had to reauthenticate to Wells Fargo I have had nothing but problems.

After I reauthenticated it created a whole new WF Checking account in my Quicken and completely ignored my old checking account. A few weeks ago WF says I have 3k more in my checking account then my Quicken Register, and yet all transactions are there.

So I went a couple years back and have started adjusting EOM totals to the WF Statement, and I notice that when adjusting once, Quicken added .80 on to my total. [Removed - Language]!

What is up with this? This scares me, is Quicken Kaput!! Updating has been a nightmare it puts ghosts transactions into accounts I don't even use anymore. There are times when I transfer money from checking to a set aside account for bills and such. When I update the account from WF it shows some of those internals, how does it even get the information?

Anyone have any ideas, it feels like Quicken has a mind of its own. At this point I can't trust anything in Quicken. Love to hear all ideas.

Quicken Kristina

Hello @Dloj,

To help troubleshoot these issues, please provide additional information. You mentioned the issues started around the time you had to reauthorize your Wells Fargo accounts; do you recall roughly when that was? Do you keep your Quicken file directly on your local hard drive? Is the file synced with any cloud services, such as OneDrive, iCloud, or DropBox? Is this affecting only your Wells Fargo accounts, or are you seeing these behaviors in other accounts also? Is it affecting all of your Wells Fargo accounts? If not, is there any pattern to the ones that are affected?

The behaviors you describe may indicate there is a file specific issue going on. To start troubleshooting, I suggest that you try validating and/or super validating your data file.  Please save a backup file prior to performing these steps.

Validate: 

1. File
2. Validate and Repair File...
3. Validate File
4. Click OK
5. Close the Data Log
6. Close Quicken (leave it closed for at least 5 secs)
7. 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:

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

Please let me know how it goes!

Dloj

Thank you Kristina [Removed - Disruptive]

After following these directions:

Validate: 

1. File
2. Validate and Repair File...
3. Validate File
4. Click OK
5. Close the Data Log
6. Close Quicken (leave it closed for at least 5 secs)
7. 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:

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

How long am I supposed to wait to see if the issue persists?!?

I have Validated and Repaired this file numerous times and yes the issue has persisted.

For all the things bugging out on this program how would I ever know if the issues persist or don't persist.

The second authentication seemed to the best of my guess as the last date in the Old Checking file is 3/9/2023. Is that the exact date who knows. I thought I could work with it but it has been exponentially getting worse as time goes on.

I validated and super validated, now what? Yes I do have my documents synced to one drive. Are you advising me to move it of one drive? I have been syncing to One Drive for years but it was only after that authentication that the errors happened.

I feel you haven't really read my complaint as it stated that I had transactions from who knows where go into unused accounts, that alone should show you that it is affecting more than just the Wells Fargo account. My savings Wells Fargo is fine, which brings me back to that authentication that created another checking account in my file.

Quicken Kristina

Thank you for your reply,

How long you wait to see if the issue persists depends on how often the issue happens. However, you mentioned in your reply that you've used the Validate and Repair tool multiple times and the issue has persisted, so it's probably safe to say that another Validate didn't fix it this time.

The next troubleshooting step is to try restoring a backup from before the issue began (if possible), and seeing if the issue persists in that newly restored backup.

To answer your question about OneDrive, we recommend that you keep your main Quicken file unsynced or pause the sync while you are using the file. For more information, review the last bullet point in this article.

Please let me know how it goes!

mshiggins

"After I reauthenticated it created a whole new WF Checking account in my Quicken and completely ignored my old checking account.

That statement suggests you may have "allowed" Quicken to create a new Wells Fargo account when that should not be necessary (nor beneficial in this case).

If you did not "Deactivate" your old Wells Farge account(s) for downloading before you initiated the authorization process, Quicken would not have been able to link the newly Wells Farge downloaded data to the existing Quicken Wells Fargo account.

I have switched multiple accounts at multiple financial institutions (though not Wells Fargo) to Express Web Connect+ and I have never had a problem.

What I do is:
- Deactivate all accounts that are to be switched to the new Connection Method (Express Web Connect+).
- Initiate the Quicken Add Account process for the financial institution whose Connection Method is being changed
- When Quicken then presents the accounts it has found at the financial institution, I make sure that the accounts I intend to continue downloading are "Linked" to the correct Quicken account. And I do not assume that Quicken chooses the correct existing account to link to: I make sure the correct existing account is selected.  If you don't verify that Quicken is "linking" the downloaded data to the correct Quicken account, that can cause, " ... transactions from who knows where go into unused accounts".

Make sure that if you have any accounts with Wells Fargo that you no longer use, that they are Deactivated before you start the switchover process, and that you do not Link any accounts "discovered" during the Add Account process that you do not want to be downloaded. You need to address each account that Quicken discovers, and choose whether to "Add to Quicken", "Link to existing account" or "Don't add to Quicken".

You may need to redo the switch to Express Web Connect+.

-JP

Dloj

Thank you all for your comments and suggestions. What I did was create a new file for 2024, and I moved over my accounts to it.

First I deactivated any account in the old file, then I connected to all accounts banking institution from the new one. Seems that every thing is working fine and I reconciled my checking account to the penny. Not sure if I am going to auto update with Wells Fargo anymore since bringing the files down manually is not that hard, rather easy in fact.

Kristina: Once I started working on the new file in Quicken I checked my One Drive and was going to pause it. One Drive told me that I it was already paused due to it being open in by another application.

MsHiggins: I always link my accounts to the existing account. Quicken when I reauthenticated never gave me an option, and as I said in my original post it gave me a new account all on its own.

Quicken Kristina

Thank you for the follow-up,

I'm glad to hear you were able to resolve the issue by creating a new file.

If you need further assistance, please feel free to reach out!

mshiggins

" ... it gave me a new account all on its own."

The procedure I posted would not have allowed Quicken to " ... gave [you] a new account all on its own".

-JP