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One Step Update Summary only shows some accounts [Edited]

gregorypbida

One Step Update Summary only shows 6 accounts updated, but I have 12 accounts set up for download.

Quicken Classic Deluxe for Windows Version R67.10

[Edited-Formatting]

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Comments

Quicken Alyssa

Hello @gregorypbida,

Thank you for reporting the issue you are seeing.

I have some follow-up questions for you:

How long has this issue been happening?
Are you seeing any error messages?
What financial institution are the accounts held at?
Are all 12 accounts held at the same financial institution?
- If not, are accounts from a specific bank being excluded?
Where is your data file located?
- You can see this by going to the File menu. The first file listed near the bottom of the menu is the file you are currently in. The file pathway should be displayed there, and that is what we are looking for.
Is your file being backed up/synced by any third-party services like Dropbox, OneDrive, or Carbonite?

Screenshots of what you are seeing could be helpful as well. 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.

Looking forward to your response!

gregorypbida

How long has this issue been happening? LESS THAN A WEEK
Are you seeing any error messages? NO
What financial institution are the accounts held at? WELLS FARGO, FIDELITY INVESTMENTS, E*TRADE
Are all 12 accounts held at the same financial institution? NO
- If not, are accounts from a specific bank being excluded? WELLS FARGO, FIDELITY INVESTMENTS, E*TRADE
Where is your data file located? C:\Users\gpbid\OneDrive\Documents\Quicken\GREG_20100401_1Cpy
- You can see this by going to the File menu. The first file listed near the bottom of the menu is the file you are currently in. The file pathway should be displayed there, and that is what we are looking for.
Is your file being backed up/synced by any third-party services like Dropbox, OneDrive, or Carbonite? NOT THAT I AM AWARE OF

Thank you for assisting me!

Quicken Kristina

Thank you for your reply,

To help troubleshoot the issue, please provide additional information.

Have you confirmed that the problem accounts are connected in Quicken?
- You can do that by navigating to Tools>Account List, and checking the Transaction Download column.
Are the problem accounts connected via Direct Connect, Express Web Connect, or Express Web Connect Plus?
Do those financial institutions show on the One Step Update Settings screen before you update your accounts?
Do the accounts update, even though they do not reflect on the One Step Update Summary screen?

I look forward to your reply!

Chuck56

I was having the same issue. In the post below, the solution from @Quicken Laura was to rename Runtime.dat file and close and open Quicken and rerun OSU. This fixed the issue for me.

One Step Update Summary Screen does not show results for all accounts

gregorypbida

Have you confirmed that the problem accounts are connected in Quicken? YES…ALL ACCOUNTS ARE CONNECTED
- You can do that by navigating to Tools>Account List, and checking the Transaction Download column.
Are the problem accounts connected via Direct Connect, Express Web Connect, or Express Web Connect Plus? WELLS FARGO→DIRECT CONNECT, E*TRADE→DIRECT CONNECT, FIDELITY INVESTMENTS→EXPRESS WEB CONNECT PLUS
Do those financial institutions show on the One Step Update Settings screen before you update your accounts? YES…SEE SETTINGS SCREEN BELOW
Do the accounts update, even though they do not reflect on the One Step Update Summary screen? YES…SEE SUMMARY SCREEN BELOW

Thank you again for assisting me!

Quicken Kristina

Thank you for your reply,

https://community.quicken.com/discussion/comment/20558584#Comment_20558584

Based on your description, it sounds like the issue may be an issue with the runtime.dat file. To correct it, please follow these steps:

1. Rename the runtime.dat file found at C:\ProgramData\Quicken\Inet\FILENAME\. (For example, add a 1 at the start of the file name, so that it reads 1runtime.dat.)

2. Run a One Step Update (OSU) again to confirm the issue is resolved.

Note - The Program Data folder is hidden by default. If you need instructions on unhiding the folder, you can find instructions on Microsoft's support site.

Please let me know how it goes!

cyberphile

So far it does not appear that anyone has noticed that his QDF file is on a OneDrive (e.g. C:\Users\gpbid\OneDrive\Documents\Quicken\GREG_20100401_1Cpy). Quicken support has said in the past that this is not supported. While it may not be a factor in this issue, it would be best to avoid future problems if the OP moved the current directory to one that is only local to his system.