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Wealthscape Investor Not Updating

raymorr2

Quicken Classic Ver R67.10 Build 21.1.67.10 Windows 10 Home 22H2

Wealthscape Investor does not update, or show a date last updated.

Account List shows it is set up for direct connect. It appears in the one step update window, and is checked to update. If I watch the window, the green dot appears. It does not show up in the update summary at all.

If I try to reset the account through online services under account details, absolutely nothing happens. I verifed that I did use the correct wealthscape password.

File was validated and super validated with no errors.

Any suggestions?

Thanks

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Investments

Windows

download transactions

Update

One Step Update

Comments

Quicken Carlos

Hi @raymorr2,

Thanks for reaching out to the Quicken Community and for bringing this to our attention.

I suggest following these steps:

Navigate to the following directory:
C:\ProgramData\Quicken\Inet\[folder with your data file name]
Locate the runtime.dat file and rename it with your data file name.
Run a One Step Update (OSU) again to confirm the issue has been resolved.

These steps should resolve the issue, allowing your accounts to display the correct last download status and enabling updated financial institutions to appear in the OSU Summary.

I hope this helps! Let us know how it goes.

raymorr2

It worked!!! Thank you so much. I have another question related to Wealthscape Investor. My main account file has multiple years of transactions in it. While troubleshooting some time ago, I deactivated the online connection. When I reactivated, it created a new account file with limited transactions and "filler" transactions to make the balance correct. I've been updating the new file, then copying the transactions to my "real" file, which is tedious. Is there a way to combine the two files into one? If needed, I can post this as a separate query.

Quicken Carlos

Hi @raymorr2,

Thank you for your reply! I'm glad to hear that the steps above worked for you.

We can definitely help with your question regarding Wealthscape. Since that is a separate issue from the one discussed in this thread, I recommend creating a new thread so we can provide focused assistance and better track the issue.

We’re here to help and look forward to assisting you further!