No longer getting normal display screen after 'One Step Update' runs under tools button

Dave Erickson

After updates complete, I get the usual page that shows all the accounts in my list and the # of transactions downloaded to the accounts……but when I hit the close button i am no longer getting the screen that has all of those accounts in my update list along with the Red dot identifying the accounts that were updated with transactions. Just had this occur in the past 2 weeks. I've tried to see if I'm up to date on Quicken updates…and from what I can tell, I am. Even installed a recent 'patch' I found.

Does anybody else have this problem?

help………. thx.

[Edited - Readability]

Quicken Laura

Hi @Dave Erickson,

Thank you for sharing your concern with us. I’m happy to assist you in troubleshooting this issue.

There are a few possible reasons why the red flag may no longer be appearing:

• Automatic entry is enabled
• No new transactions have been downloaded
• The data file may be experiencing corruption

First, let’s verify that Automatic Entry is turned off. Please follow the steps below:

To check the global preference:

1. Go to Edit
2. Select Preferences
3. Click on Downloaded Transactions
4. Ensure that “Automatically add to banking registers” is unchecked

To verify the setting for the specific account:

1. Go to Tools > Account List
2. Select the account where the red flag is no longer appearing and click Edit
3. In the Account Details window, select the Online Services tab
4. Click on Automatic Entry
5. Choose “Use the general account preference that applies to all Banking accounts”
6. Click OK

After completing these steps, close the Account Details window and update the account to see if the issue is resolved.

Please let me know how it goes!