One Step Update Freezing Up

margin5
margin5 Member ✭✭

Using Quicken Classic Deluxe Release 58.9 on Windows 11. Never had an issue with this. Just started about a month ago. I used to be able to update about 12 accounts at once but now it freezes all the time.

However, I can individually update some of my accounts but others will freeze up.

Thanks

Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @margin5,

    To start with, 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.

    1. Navigate to Edit
    2. Preferences...
    3. Quicken ID & Cloud accounts
    4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
    5. Follow the prompts to Sign Out
    6. Sign back in using your Quicken ID (email) and password


    Once that is done, see if the issue continues to persist.

    Let us know how it goes!

    -Quicken Anja
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  • margin5
    margin5 Member ✭✭

    No change. When I update my 10 accounts individually it freezes on Vanguard and Charles Schwab Accounts.

  • dolfan29
    dolfan29 Member ✭✭

    No change. This seems to be a recurring problem after each update is released. When will it be fixed?

  • Hello @margin5 and @dolfan29,

    If you haven't already, I suggest resetting your cloud data from your Quicken desktop program and see if that may make a difference. However, before doing so, first, verify that the Dataset name and the File name match each other identically by navigating to Edit > Preferences > Quicken ID & Cloud Accounts (see below). 

    If they do not match, please click Edit dataset name and change the Dataset name to match the File name exactly the same (do not copy the file extension: ".QDF"). 

    Then, click OK in the preferences window and proceed to save a backup (just in case). From there, please follow the steps below to reset your cloud data.

    1. Sign out of your Quicken Mobile/Web app(s)
    2. On your desktop program go to Edit
    3. Preferences...
    4. Mobile & Web
    1. On the following screen you can leave the preselected option for "No, just reset my Cloud data", type Yes in the entry field to confirm, and click Reset
    2. Wait for the sync reset to finish
    3. Navigate to the Mobile & Web dropdown menu 
    4. Select Cloud Sync to resync your data and to make sure no errors occur
    5. Wait for it to finish syncing 
    6. Sign back in on your Quicken Mobile/Web app(s)

    Once that is done, see if the issue still persists.

    Let me know how it goes!

    -Quicken Jasmine

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  • margin5
    margin5 Member ✭✭

    I don’t use the cloud for Quicken, so none of your screenshots are like mine BUT everything seems to be working fine now so I’ll leave well enough alone. Thx