Issues With One Step Update

Whynot

Already have 64.30 and don't have fidelity accounts, but one step update or updating account by account even when disconnecting and reconnecting causes freezes, takes a long time (over 10 minutes per account like citibank), and most annoyingly, it messes with my already downloaded transactions (not sure what, if it deletes, adds or transfers them), but the end result is that the account balance is out of balance (pun intended). This is really becoming unusable software for me. The suggested "try this or that" doesn't work either. The only thing that works is manually entering every transaction yourself. I am new here, am I the only one?

[Edited-Readability]

PatL

I'm having problems with numerous accounts not updating at all this morning.

Quicken Alyssa

Hello @Whynot & @PatL,

Thank you both for sharing your experiences, and I am happy to help.

@PatL,

After reviewing your connections internally, I don't see any obvious issues like errors or anything of that sort. Can you please provide more information on your situation?

• What financial institutions hold these accounts?
• This problem just started this morning, correct?
• Are you receiving any error messages?

Additionally, screenshots may be helpful. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

@Whynot,

Given the array of issues you are having, the first thing I would like to check is the location of your data file. Can you tell me where it is currently located? Also, is your file being synced or backed up by any third-party services like OneDrive, Carbonite, or Dropbox?

Looking forward to hearing from you both.

PatL

This morning (October 22) the accounts updated. I know some of the accounts were Georgia's Own Credit Union, Paypal, and US Bank.

Quicken Alyssa

@PatL,

Thank you for updating the thread to let us know your updates are now working.

If you need more help, don't hesitate to reach out!

Thanks again!

Whynot

https://community.quicken.com/discussion/comment/20516738#Comment_20516738

My file location is on OneDrive, hasn't been an issue until recent releases though.

Quicken Alyssa

@Whynot,

Thank you for following up!

Can you please move your file off of OneDrive and back to the default location? The default file path is C:>Users>your username>Documents>Quicken. This is where we recommend keeping your data file. We also recommend excluding it from any third-party syncs/backups. Using your file while it is stored on a cloud and allowing third-party services to access the file can cause damage to the file.

Once you have moved the file, please validate it.

To do this:

1. Go to File.
2. Select Validate and Repair file…
3. Check the first box for Validate file.
4. Click Ok.

Once that is done, check to see if you are having the same performance issues, and let me know how it goes.

Thank you!

Whynot

@Quicken Alyssa thank you, I did that, but no improvements, the one step update on the first round, takes about 5 minutes and seems stuck on 10/25 date. When I do the second round and not update bills and/or transactions (in both I disable syncing to the cloud as I also think there is an issue), it takes even longer, but the transactions from the first update appear immediately. My bank (citibank) I connected and reconnected a couple of times, and updating manually now. There is something really wrong with this and it all started with the last two or three software releases.

Quicken Alyssa

@Whynot,

Thank you for providing the additional information.

Please sign out of your data file completely and then sign back in to refresh the registration token for your Online Connected Services.

Please follow the steps below in order to do so.

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, try updating your accounts again. Are you seeing any improvement?

If not, we can move on to advanced data file troubleshooting. Please follow the steps in this Support Article.

Keep in mind, after copying your file, you will need to reconnect all of your accounts. If anything goes wrong throughout this process, don't panic; you can always go back to your original file. If needed, you would do that by going to File and selecting the second file listed at the bottom of the menu options.

Let me know how it goes.