One Step Update Summary Not Listing All Updated Accounts

schmieg

After the recent problems with USAA were resolved (at least on my end), I had to reset all the USAA accounts and my PNC accounts. I did not have to do anything with Chase, Discover or US Bank. Following doing that, USAA and PNC began downloading transactions and balances properly, but the One Step Update Summary only showed Chase, Discover and US Bank as having been updated. The USAA and PNC accounts were not shown at all on the summary (though they appeared on the One Step Update progress window. I have attached a screenshot of the summary page.

Does anyone have an idea as to why this is happening and how to fix it? Thanks.

Screenshot 2025-01-09 114620.png

Quicken Anja

Hello @schmieg,

I apologize for any inconvenience this issue may be causing, and appreciate you bringing this to our attention!

When did you first notice this issue started? Also, can you please tell us where your data file is saved on your computer? Is it in a folder that is located on your local hard drive (C: Drive), or in a cloud-based/external drive (e.g.: OneDrive, DropBox, USB, etc)?

Check back and let us know! Thank you.

schmieg

The data is stored in the C:\users\xxxx\documents\Quicken folder. However, just before this email arrived, I solved the problem. I uninstalled Quicken for the second time and then used Ccleaner to remove all Quicken references from the registry. I then reinstalled Quicken and everything works again. I didn't remove the registry items the first time I did the reinstall and it didn't resolve it, but removing the registry items was the key.

Thanks for the reply. I think what caused the corruption was the issue with trying to connect with USAA multiple times while the USAA problem was present.

Quicken Anja

@schmieg Thanks for the update! I'm glad to hear you were able to resolve the issue, and we certainly appreciate you sharing the solution that worked for you, as it may help others experiencing the same or a similar problem.

Thank you!

schmieg

Well, it worked for several days, but, today, USAA again failed to update, so I again reset the account and, again, after resetting, it appears to be accessing USAA during the One Step Update, but the One Step Update Summary does not show USAA at all. I am going to deactivate all USAA accounts and then reactivate them to see if that resolves the problem before again, reinstalling Quicken to see if that solves it. I will report back, but this is getting to be a pain.

schmieg

As before, I had to uninstall Quicken and remove all registry entries for it and reinstall to get this to work. It appears to be a problem every time an account is reset. I don't know if anyone else is having this problem, but it is ongoing on my machine.

Quicken Anja

Thanks for following up!

As of now, is it still working? If the issue returns, please let me know and we can try to pursue further troubleshooting.

Thank you!

schmieg

No, USAA stopped connecting again yesterday afternoon and resetting the account removed all five USAA accounts from the Summary. I haven't bothered fixing it again. I'm beginning to wonder if there is a problem between the summary and connecting to USAA.

Quicken Anja

Thank you for the additional details.

I checked your USAA connection internally, but I am not seeing any internal errors occur.

Are you seeing errors occur on your end at all, or does it seem to indicate that the connection was successful despite no transactions being downloaded?

Let me know!

schmieg

USAA does not appear at all in the Summary, though other banks and accounts appear showing no transactions. On my first run of Quicken One Step Update today, I didn't get any summary, just a window saying that I had to fix USAA.

After getting everything connected again, the summary still didn't show USAA after another One Step Update. I again uninstalled and reinstall Quicken and it seems to be working again. I guess we'll see how long that lasts.

Just for additional information, the same thing happened with PNC about a week ago.

schmieg

Over the weekend, PNC Bank failed to update. I reset all three PNC accounts and then PNC wouldn't appear in the Update Summary though it was updating. I reinstalled Quicken again this morning and it still fails to appear. USAA is appearing, but I haven't had to reset it again, yet. There is something strange going on here.

Quicken Anja

Thank you for following up with additional details.

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.

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 still continues to persist.

Let us know how it goes!

Margaret Luth

I have been having the same problem with my CapitalOne accounts. They update correctly but do not appear in the One Step Update Summary. This has been happening for several weeks.

schmieg

Anja, I just tried the signing out of my Quicken account and back in, but it had no effect on the problem.

Quicken Anja

@schmieg thank you for following up, and @Margaret Luth thank you for adding to this discussion.

If the previous instructions failed to resolve the issue, then next, I suggest trying some data file troubleshooting, starting with validating and/or super validating your data file. However, I do recommend that you first 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.

I hope this helps!

schmieg

I had previously validated my files when this started. I will try Super Validate if it occurs again. So far, my only resolution has been uninstalling Quicken, removing all registry entries for Quicken using Ccleaner Pro and then reinstalling. That seems to work until the next bank requires a reset. After the reset, whatever bank was affected fails to appear in the summary.

UKR

Here's one more thing that you can try if Validate and Supervalidate both do not resolve the issue:

1. Go to File > Copy or Backup File and select Create a copy or template (do not choose Year End Copy for this procedure).
   • Please note, a file copy is disconnected from online services, such as transaction download. Online services would need to be reconnected if you wish to use them in the file copy.
2. Leave all the settings, including file name and checkboxes, at their default (change nothing on this screen). Simply click Save Copy. 
3. After the Copy is complete, choose to Open New Copy.
4. Review the new data file and see if the problem has been resolved. You will, of course, have to reactivate all your online-connected bank accounts first (see Note above).

mshiggins

I thought the last update info was stored in runtime.dat file?

schmieg

Well, USAA failed to connect again tonight, but I tried a different approach. I deactivated all USAA accounts and then exited Quicken. I opened Quicken again and set up the checking account. Quicken properly connected to USAA and activated all five accounts. Without doing anything else, I exited Quicken again and then restarted it. I then performed a One Step Update and the Summary indicated that all my banks and all accounts were updated. I'm not sure whether this was a result of exiting and restarting or a result of the last time I uninstalled Quicken and removed all registry entries for it before reinstalling, but it seems to have worked. Thought I would share this as (a) it might help others and/or (b) it might help someone find what is causing the problem

schmieg

After my last procedure posted on January 31 to correct this problem, USAA again failed to update today. I simply reset the account and performed the One Step Update again. This time everything worked and the Summary showed USAA upon completion. I am thinking that exiting Quicken after each step must have changed the file to properly index the updates. Hopefully, this will work for others.

Misterbill

I'm having the same problem with at least two banks missing from the list, but there are new transactions downloaded from today's update for both.