I am trying to add wife's investment accounts (Charles Schwab) and it crashes

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Larry Burns
Larry Burns Member ✭
in Download, Add/Update Accounts (Windows)
I have added my schwab account to quicken. I am trying to add my wife's accounts now and once it connects, I get a blank white screen with no accounts listed. If I click finish, quicken crashes. I have tried multiple times, re-booted, etc. I can access her account via the schwab website. What do I try now?

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
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    Hello @Larry Burns,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

    First, could you please provide which version release of Quicken you have currently running?
    • Help > About Quicken

    To start with, if you haven't already, I suggest that you please try validating and/or super validating your data file. However, I do recommend that you first save a backup file prior to performing these steps.

    Validate: 
    1. File
    2. File Operations
    3. Validate and Repair
    4. Validate File
    5. Click OK
    6. Close the Data Log
    7. Close Quicken (leave it closed for at least 5 secs)
    8. Reopen Quicken and see if the issue persists.

    Super Validate:
    1. File
    2. File Operations
    3. Hold CTRL + Shift and click Validate and Repair
    4. Super Validate File
    5. Click OK
    6. Close the Data Log
    7. Close Quicken (leave it closed for at least 5 secs)
    8. Reopen Quicken and see if the issue persists.

    Let us know how it goes!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Larry Burns
    Larry Burns Member ✭
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    I tried both options. It is still doing the same thing.
  • Larry Burns
    Larry Burns Member ✭
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    Just an FYI, I an on Version R33.24, Build 27.1.33.24
  • Quicken Anja
    Quicken Anja Moderator mod
    Options
    Thank you for trying those steps and for providing an update.

    Next, I suggest you create a copy of your data file in an attempt to rebuild all of the internal lists and database tables. Then, try to Validate your data file again, but in the copied file by following the instructions provided below. However, I do again recommend that you also save a backup of your data file first before trying these steps (just in case).
    1. Navigate to the File menu
    2. Select File Operations
    3. Copy...
    4. Leave the presets as is and click OK
    5. Wait for the copy procedure to complete
    6. Select New Copy and click OK                                                                              If Quicken reports an error when creating the Copy file, then hold Ctrl + Shift while you click File > File Operations > Copy. When prompted to "Ignore errors that prevent file copy?" click Yes. Note: Only do this if you receive an error as this may cause some data loss.
    7. Once the newly copied file opens, navigate back to the File menu
    8. Select File Operations
    9. Validate and Repair...
    10. Select Validate file
    11. Click OK
    12. Close the Data Log
    13. Close Quicken (leave it closed for at least 5 secs)
    14. Reopen Quicken and see if the issue persists.
    You can also try to Super validate again in the copied file.

    If this does not resolve the issue, you can either switch back to your original file or restore the backup you saved prior to performing the above troubleshooting instructions (both the original and backup files should remain unaffected by the steps performed in the copied file).

    Follow the steps below to switch back to your original file    :
    1. Click the File menu.
    2. Look near the bottom of the options list.
    3. Select the data file you want to open. 


    Quicken will list the most recently opened data files, with a checkmark next to the file you are currently viewing.

    Let us know how it goes!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Larry Burns
    Larry Burns Member ✭
    edited June 2021
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    [Removed - Speculation/Disruptive]  I have corrected the problem in this manner:

    I created a new file, and I was able to import the investments into the new file. So that tells me there is an issue with multiple accounts in the same quicken file. At least from the “Add Account” function.

    Next, just to test, I exported the new file with the investments to a QIF file. I then imported the QIF into my existing file and VIOLA! I had my investments. Then, just to check, I went to the “Add Account” function again and it was able to find my investments from the second account.

    So, in conclusion, there is a bug in the application when trying to add investment accounts for a second set of accounts. At least with Schwab.

    Thank you.

    Larry

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