"One Step Update Settings"; "Download transactions and balances"

tvallesk

After one of the last updates, the individual account check boxes are cleared after each download despite using the "Apply" button. I recall that previously checked selections used to be retained from session to session. Anyone else having similar issue?

Quicken Anja

Hello @tvallesk,

We apologize for any inconvenience this may be causing!

I attempted to replicate the issue but was unable to do so. For clarification, do you recall which update release this problem started with? Are all the relevant checkboxes cleared, or only specific ones? Additionally, what troubleshooting steps, if any, have you already tried?

Could you also let us know where your data file is stored? Is it saved 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.

tvallesk

Thanks for the reply.

The issue is indeed just an inconvenience and therefore I did not spend much time on it when it initially occurred - which was the primary reason I mentioned that it appeared to have happened during a recent Version Update - which may not have been when it actually happened - but it has been about a month or so since I noticed it.

Yes, each time I re-open the "One Step Update Settings" page, all the relevant "Download transactions and balances" checkboxes are cleared. However, the "Online services" boxes remain the state they were previously.

As mentioned above, I did not spend much time troubleshooting when the issue first appeared but, over the past week I had some "free" time and searched various places for intel/help but other than trying the various built in "repair" processes, I really can't list any/all other troubleshooting steps I took.

However, after you asked where my data file is stored, I realized that my data file is - and has been for over a year (with the Download function working fine - until it didn't) - stored on ONEDRIVE. So, I moved it back to a local hard drive, uninstalled and re-installed the Quicken executable but (alas) the issue remains.

While I normally do not use the "Scheduled Update" function, in the interest of science, I tried it. It appears that process does not "clear out" the individual account checkboxes between updates.

Thanks again for your attention. Let me know if you have any other ideas/questions.

Quicken Anja

Thanks so much for providing these details!

Based on the information you’ve shared, it seems this issue might be related to your registration token for Online Connectivity or possibly the program itself.

To start troubleshooting, I suggest 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!

tvallesk

No Joy. But - this Quicken ID & Cloud thing may be the KEY! While I was waiting to hear back from you, I loaded an old back-up (from December) on to another Windows machine I have, and it asked me to log-in to be Quicken Account, where I was reminded that at some point in the recent past - not sure exactly when but it could very well be around the time when this issue arose - I had to change email addresses. I also would have tried to change the email address associated with my Quicken ID - and apparently did - as my Quicken ID appears to be the new email address.

Perhaps, during the process of updating my Quicken ID from the old email address to the new email address, something related to the "Download transactions and balances" is still stuck in the old Quicken ID????

tvallesk

Good morning. I spent some more time over the weekend on this. I created a new database, linked it to my Quicken ID, and added a couple of my "Download transactions and balances" accounts. Everything worked as it should - check boxes remained checked.

As was suggested in another discussion, I also deleted my "production" data base from my Quicken ID and subsequently re-added it - but the issue returned.

So, whatever is causing the "Download transactions and balances" choices to not "stick" in my "production" database, it seems it may not be tied to my Quicken ID but rather to my "production" Quicken Database.

Standing by.

Quicken Anja

@tvallesk Thank you for following up, though I am sorry that the issue returned/persists.

If you don't mind, can you please link the thread for the instructions you found and followed?

Thank you!

tvallesk

Sorry, I can't find the exact link to the particular thread I referred to earlier. It may have been something I found outside of community.quicken.com. However, the key piece of info that caught my eye was the comment that - the only way you can access information about data files linked to your Quicken ID is to have "Mobile & Web" option turned on. Also, in order to "delete" the association of a Quicken dataset to a Quicken ID is to have two Quicken Datasets linked to the Quicken ID - so you could "delete" one of them.

I did/do not have the "Mobile & Web" option turned on (slowed over update process way down). So, I linked the "Dummy" Dataset to my Quicken ID, turned on the "Mobile & Web" option on the production Quicken Data set, opened the Dummy Dataset and deleted my production Dataset from my Quicken ID.

I then opened my Production Dataset and found that the process I followed above removed all my previously setup "Online Services" link for all my online accounts. I had to reset all of those but, once I did, the original issue remained.

At this point, since this problem is more of an annoyance/inconvenience, I am getting close to giving up on trying to get back to how the process should/did work in the past.

Your thoughts?

Quicken Anja

Thank you for following up with those details!

Regarding this comment that caught your eye: "the only way you can access information about data files linked to your Quicken ID is to have "Mobile & Web" option turned on", to me this sounds like it is referring to accessing your data from Quicken on the Web or the Quicken Mobile app as those are companion applications and do require having Quicken Cloud/Mobile Sync turned on. However, if you do not use either of the companion applications, then no, it is not required to have it on.

As for the issue itself— it was a good step to try, though since it didn't resolve it for you there are a few more troubleshooting steps I can think of that we can try. One that would troubleshoot the program itself if the issue lies within the program, or we can try troubleshooting steps that will address your data file if the issue lies within your current specific data file. I understand wanting to give up as this is frustrating to deal with. However, if you're open to continuing troubleshooting, I will gladly exhaust all options we have before we are required to escalate it.

If you wish to proceed— I know you mentioned previously that you already tried uninstalling and reinstalling. However, my next suggestion would be to try that again except, after you have uninstalled and before you proceed with reinstalling, please open your Windows File Explorer and navigate to This PC > C: Drive > Program Files (x86) and delete the folder titled "Quicken" (doing so does not affect your data files).

After you have deleted this folder, go ahead and try reinstalling.

Let us know how it goes! I’m here to assist further if needed.

tvallesk

OK, I gave it another try and may have some new info.

I uninstalled and reinstalled the .exe. Windows uninstall deleted the Quicken directory and files so I did not need to.

As expected, after re-opening my production dataset after the fresh install, it asked me to re-verify my Quicken ID before allowing access to the "One-step update" and the subsequent processes. During this first "Download transactions and balances" attempt, all accounts were "checked" and the update process went as expected!!!!! However, the check boxes were all gone again when going back to that screen.

Alas, everything appears to be back in the "broken" status.

Hope that provides additional info for your team.

Quicken Anja

Thanks for the update!

Have you received the Quicken ID and password prompt just once, or has it occurred repeatedly during other One Step Update sessions? If you are prompted for it every time, you may need to repeat the previous sign-out/in instructions I provided earlier in the thread here. If it was a one-off occurrence then we can move on to 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.

If this does not resolve the issue, we will proceed to our final troubleshooting step before escalation, which involves creating a copy. I will provide detailed instructions for this then as well.

tvallesk

Thanks for the additional info.

I receive the Quicken ID and password prompt just once after the uninstall/reinstall and/or sanitize processes. Despite having to re-set all my individual, online account links (IDs and PWs), I repeated the uninstall and reinstall process one more time just to make sure I reported the result accurately. As before, after the reinstall, the individual check boxes on the "One Step Update" were populated. However, the next time that screen is opened, the checks are gone and continue to be gone regardless of hitting the "Apply" button.

I had tried both the "validate" options very early on in this journey and re-tried both moments ago. No joy.

I assume the final troubleshooting step process you refer to (creating a copy) involves something more than just loading a backup so I will wait for those instructions.

Later.

Quicken Anja

Hello again,

Yes, creating a copy is different from restoring a backup. Restoring a backup would be simpler, but you would need to restore a backup from before the issue started so if you take that route, keep in mind losing any data in the file after the date of the backup and having to re-download/edit that.

As for creating a copy of your data file— this 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.

However, it's important to know that doing so will disconnect all online services 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 and we will move forward with escalation.

tvallesk

Appears creating a "new and separate dataset ID" was the key. This "copy" seems to be "remembering" the check marks! I will use the copy for a couple days just to confirm.

Question: What's the risk of, at some point in the future, deleting the old dataset and renaming the copy back to the original dataset?

Quicken Anja

Glad to hear this is working as a solution so far! That confirms the issue likely stemmed from your original data file, possibly due to irreversible data corruption or damage.

Regarding your question, this is ultimately a personal decision. I’d recommend double-checking everything in your copied file to ensure nothing is missing and that all the data transferred successfully before deleting the original file.

Let me know if anything changes!

Eric Stoddard

Quicken user since ‘94? I have had the identical problem. This is helpful. For now just adding the extra steps.