Why is one step update "log" not displaying all accounts

char
char Quicken Windows Subscription Member ✭✭
in Download, Add/Update Accounts (Windows)

This is an issue with what is being DISPLAYED in the One Step Update Log.

I recently had a problem with Quicken (win11) and had to reconnect all of my accounts. Which I successfully completed.

Now when I run "one step", the update the log only displays some of my accounts that are listed and checked in the One Step Update settings list . I believe that all of the accts are successfully being updated but cannot figure out why some are not being displayed in the log file. The log is showing all of my accounts except my two "direct connect" and one "web express+" accounts. These accts happen to be PNC and Fifth Third Bank accounts. A Credit union acct and all credit card accts are displayed in the log report.

Thanks for any suggestion.

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Answers

  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭
    edited May 9

    @char first confirm that all of your financial institutions are checked on the OSU Settings screen. Also, check the options selected at the bottom of the OSU Summary screen. Depending on what options are checked, only the last accounts updated will show.

    I am not sure what troubleshooting steps you performed so far, but these are some things to try:

    1. File Validate - click on File→Validate and Repair File, then select "Validate file". When the validation completes, review validation log for any error messages.
    2. Super File Validate - same as File Validate except hold Ctrl-Shift when clicking on "Validate and Repair File". If you are asked to password protect your file, enter your the password for your data file.
    3. "Update Now" - go to your account register and click on the "gear" icon and select "Update now". You will be prompted to update the account. Do this for each of the affected accounts.
    4. Re-sign in with your Quicken ID - click on Edit→Preferences→Quicken ID & Cloud Accounts→Sign in as a different user. You will be first signed out and asked to confirm. Then you will be presented with the Quicken ID sign on screen.
    5. Online Center FI Refresh - click on Tools→Online Center. In the upper right of that screen, click on "Options" while holding Ctrl Shift. Then select "Troubleshooting" and "FI Action Required". You will then see a small box with your financial institutions listed. Highlight each one an then click Refresh.
    6. Reinstall Quicken - doing this will not directly affect your data file, but it may help by cleaning out some installation issues.

    Give these a try and see if it helps with your issue.

  • char
    char Quicken Windows Subscription Member ✭✭

    Thanks, CaliQkn.

    I tried each suggestion and finally the last suggestion, reinstalling, fixed the problem for the most part. I now see every acct listed in the log file, but I no longer see the timestamps for each account. I like seeing the timestamps because sometimes the timestamps alerts me to the update is not really working.

  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭
    edited May 9

    @char the timestamps should be there but are very faint and may be difficult to read.

    image.png

    But I am glad you got all the financial institutions showing again.

  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭
    edited May 9

    @char please let me know if you don't still see them. If not, there may be an issue with your screen resolution or the OSU may still not be working correctly.

  • char
    char Quicken Windows Subscription Member ✭✭

    Thanks again. After running an update I now see all timestamps plain and clear (like you display above and what I am used to seeing). Earlier in the day the only ones I saw were faint and most were blank. I have NOT made any changes to anything on my laptop. If fact, I was away from the laptop. Very quirky.

    The other quirky thing that happens to me (not at all connect to this discussion) is with some direct connect accts that I re-activate. I can get them to reactivate without an issue but the acct register will not show the online balance for quite some time. It will only display the number of transactions in the register. Then, magically, without any action by me, after three or more "updates" it will "fully" connect and start displaying the online balance instead of the transaction count.

    It almost seems to me that some changes (re-installs, reconnections) take a few connections before they work as expected.

    Overall, I am very happy with the product and have used it for over 30 years!

    Once again, THANKS.

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