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Quicken Weirdness after Updating Transaction and OneStep Question.

SteveTucker79

Actually, I think both of my questions now follow under weirdness and my procrastination is asking.

The first one. Randomly after doing a one step update some of my accounts that downloaded updates with have a red flag in the account, but when I so to accept the transaction, there are not any new transactions that need to be accepted. Then when I close Quicken and reopen the transaction is there.

Has anyone ever seen anything like this? And how did you fix.

I am running Quicken Premier v. R67.10, build 27.1.67.10, but its been happening for a few updates.

The next weird question comes under OneStep Update. I have a credit union that was originally set-up for updates and has been closed for several years, but still appears in the list of accounts for the one-step update. Don't know how to make it stop appearing or attempting to download from the credit union. When I use One Step I just uncheck the account and move.

I dont see a tool to manage the accounts in one-step.

Thanks much for any thoughts.

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UKR

For the old credit union accounts, you can go into Edit Account Details, select the Online Services tab and then click Deactivate.
Repeat for all accounts with this old credit union.

Quicken Laura

Hi @SteveTucker79,

Thank you for reaching out and sharing the issues you’re experiencing.

As @UKR mentioned, you can disconnect the account through the Online Services tab by following these steps:

Select the Tools menu and select Account List....
In the Account List, select the account you want to deactivate, and then click Edit.
In the Account Details window, click the Online Services tab.
Click Deactivate next to the service you want to disable.
Click Yes to the message confirming if you want to disable this service.

Regarding the first issue, I’d appreciate it if you could provide a bit more information:

Where is your Quicken data file located?
To check, please open Quicken and go to File. At the bottom of the menu, under recent files, the file with the check mark next to it is the one currently open. Please let me know the full file path shown there.
Is this occurring with specific accounts or with all accounts?
When did you first notice the issue?
Have you already validated your data file?

I look forward to your response.

SteveTucker79

I am going to guess that I must have closed the account (jan 2014) before I deactivated the online portion that it is no longer available :-(

SteveTucker79

You probably saw my response to UKR, but just in case you didn't….

"I am going to guess that I must have closed the account (jan 2014) before I deactivated the online portion that it is no longer available :-("

And now for the first question, it happens randomly and I think it's on a brokerage accont. Charles Schwab, I believe. The next time it happens will make better notes and come back with some tidbits of info.

For your other questions:

The file sits on a local network drive: \EAGLE\Eagle F\Data\Quicken and I run Quicken from another machine named raven using this file location for the Quicken program itself: C:\Program Files (x86)\Quicken

I believe I did a file validation a month or so ago. If and when I see this again I will come back to this message with info. It is very random when it happens and definitely not consistent.

Thanks for trying to help me out.

[Edited Readability]

NotACPA

@SteveTucker79

Is your 'red flag" issue the same at this?

https://community.quicken.com/discussion/7973287/red-notice-flags-dont-disappear-for-the-investment-side-of-linked-cash-account

Quicken Laura

@SteveTucker79

Thank you for sharing more details.

We strongly recommend keeping your main Quicken data file stored on a local hard drive to help ensure optimal performance and reduce the risk of file corruption or other file-related issues. The default and recommended location is:

C:\Users\username\Documents\Quicken

Regarding the issue you described (as also reported by @NotACPA ), where red flag indicators for linked cash and investment accounts do not clear after transactions are posted, we would like to gather additional diagnostic information for further investigation.

To assist with this, could you please submit your log files so we can attach them to the existing case?

To send your logs:

Open Quicken
Go to Help
Select Report a Problem
Click Send to Quicken

Once submitted, please let us know. I look forward to your response!

SteveTucker79

Mine is different.

The account has a red flag but nothing in the downloaded transaction box. When I close quicken and reopen the data in the Downloaded transactions appears. This happens most frequently with my Charles Schwab Account, but have also seen it with other brokerage accounts

Quicken Laura

Thank you for confirming what you are experiencing.

Since the issue is intermittent, I would appreciate it if you could test Quicken for a period of time with the data file stored on a local drive. This will help determine whether the network location may be contributing to the behavior.

To move the data file:

Close Quicken if it is open.
Open File Explorer and locate your current Quicken data file (.QDF).
Right-click the file and select Copy (or Cut, if you prefer to move it).
Navigate to C:\Users\username\Documents\Quicken.
Right-click inside the folder and select Paste.
Once copied, double-click the file from this new location to open it in Quicken

After moving the file, please use Quicken as you normally would and let me know whether the issue continues to occur. If it does, please run Validate and Repair and let me know the results.

Please let me know how it goes.