One Step Update won’t retain financial institution selections after Apply — R69.53

topherius

I’m using Quicken Classic for Windows, Version R69.53, Build 27.1.69.53, on Windows 11 Home.

When I open One Step Update, all financial institution checkboxes are unchecked. Initially, “Sync to Quicken Cloud” and “Download quotes and investment information” were both checked.

If I select the financial institutions, click Apply, then click Update Now, the downloads work correctly. However, the next time I open One Step Update, the financial institutions are unchecked again.

I tested the following without running an update:

1. Opened One Step Update Settings.
2. Selected the financial institution checkboxes.
3. Clicked Apply, then Close.
4. Immediately reopened the dialog.

All financial institutions were unchecked again.

I also tried selecting just one financial institution and unchecking the Online Services options. After clicking Apply, closing, and reopening the dialog, nothing was checked. The Online Services options remained unchecked, but the financial institution selection was lost.

This affects all financial institutions and happens even when selecting an institution individually instead of using Select All.

Has anyone encountered this behavior or found a fix? Is this a known issue with R69.53, or is there another setting that controls whether financial institution selections are retained?

Sceptic

@topherius as a first troubleshooting step, I would create a backup of your data file and run File → Validate and Repair File with Validate File selected. If the issue persists, create another backup and perform a Super Validate by holding Ctrl+Shift while selecting File → Validate and Repair File, then choosing Super Validate File. Review the DATA_LOG.TXT results after each process to see whether Quicken detected and repaired any file inconsistencies.

If Validate and Super Validate do not resolve the issue, you may want to try creating a Quicken Copy, which rebuilds portions of the data file's internal structure and can sometimes correct issues caused by underlying file corruption.

To create a Quicken Copy:

1. Select File → Copy or Backup File.
2. Choose Create a copy or template and click Next.
3. Select Create a copy of my data file.
4. Accept the default date range so all transactions are included.
5. Save the copied file with a new name and allow Quicken to create the copy.
6. Open the new copied file when prompted.

Important: A Quicken Copy deactivates online services for all accounts. After opening the copied file, you will need to reactivate transaction downloads and reauthorize account connections with your financial institutions as needed. Once that is complete, test whether the One Step Update selections are now being retained properly.

One additional question: if you create a small test data file (File → New Quicken File), do the One Step Update selections persist there? If they do, that would further suggest the issue is specific to the current data file rather than the Quicken program installation itself.