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Downloading Data - One Step Update freezing [Edited]

Greek

When I try to download data, Quicken freezes. I have to restart Windows to access Quicken again. Then it happens again.

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Quicken Laura

Hi @Greek,

Thank you for sharing the details of what you’re experiencing. To help narrow down the cause, could you please provide the following information?

When did the issue begin?
Where is your Quicken data file located? To check, open Quicken and go to File. At the bottom of the menu, the file with the check mark next to it is the one currently open. Please provide the full file path shown there.

Is your Quicken data file being backed up or synced by a third-party service, such as Carbonite, OneDrive, or Backblaze?
Are you using a VPN, firewall, or antivirus software? If so, please let me know which one(s).
Do you have any pending Windows updates, or did you install a Windows update around the time the issue began?
Have you tried updating your financial institutions one at a time to determine whether a specific account may be causing the issue?

If you haven’t tried updating the accounts individually, please follow the steps below. Sometimes a specific connected account can cause the One Step Update process to slow down or freeze.

Identify and Deactivate the Affected Account

Before proceeding, please make sure to create a backup of your Quicken file.

From the Account List, select the first connected account.
Click the Actions (gear) icon in the upper right of the transaction window.
Choose Update now.

Repeat the process for each connected account until you find the one freezing during the update.
Deactivate and reactivate the affected connected account.
Attempt the One Step Update again.

I look forward to hearing from you.

Greek

Thank you, Laura. I have tried these suggestions to no avail. When I deactivate the individual account, my computer freezes up. It also freezes up when I select an account and "update now". Last week i contacted customer service and after a legth session, this wasn't resolved.

Help (again).

Quicken Laura

Hi @Greek,

Thank you for following up. I reviewed the steps you completed with Support and saw that the first copy you created, containing the last 10 years of transactions, did not freeze. You then created a second copy containing your full transaction history, where you only needed to reactivate your accounts.

Could you please clarify whether you’re now experiencing issues with the new copy file, or if you’ve returned to the original file?

I look forward to hearing from you.

Greek

Hi Laura,

The copy with 10 years of transactions was missing a substantial amount of data, requiring me to go back 10 years and manually re-enter it. I can't use that file. If I could retain all that information, then that would work for me. I have gone back to the original to try the suggestions you made.

Quicken Laura

Understood, @Greek .

I believe you also created a second copy of your Quicken file with Support that retained all of your historical information. Did that copy work better for you?

Please let me know how things go with what you’re trying now. I’ll be happy to assist further if needed.

Greek

Good news. I used one of the several copies made and followed your instructions. It worked. Thank you.

Quicken Laura

Great! I’m glad to hear everything is working now.

Please feel free to reach out if you have any additional questions or need further assistance.