Portfolio View Won't Open, Can't Add Securities [Edited]

drvollmer
drvollmer Quicken Windows Subscription Member
edited April 5 in Errors and Troubleshooting (Windows)

Since the last update, I have been experiencing problems. Portfolio view will not open, and cannot add new securities. Also, calendar problems.

[Edited Readability]

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  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Moderator mod

    Hi @drvollmer,

    Thank you for reaching out. I’d like to gather a bit more information to better understand the issue. Could you please clarify the following:

    1. Are you seeing an error message when trying to open the portfolio or add a security, or is Quicken hanging? What exactly is happening that prevents you from performing these tasks?
    2. Where is your file located? To check, open Quicken, go to File, and look at the bottom under recent files. The file with the check mark next to it is the one currently open. Please provide the full file path shown there.
    3. Is your file being backed up or synced by any third-party services, such as Carbonite, OneDrive, or Backblaze?
    4. Have you tried restoring a backup from a date before the issue began?
    5. Could you describe the problems you’re experiencing with the calendar?

    I look forward to your response!

    Quicken Laura

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