CIBC manual update

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paullantz
paullantz Member ✭
edited June 2022 in All Things Canadian (Windows)
I updated two accounts from CIBC this morning. Result was that a lot of data lost from my file. In many items NA replaced the memo field and sometimes the payee field. I was able to restore from a backup file but a little nervous about updating.
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  • Quicken Anja
    Quicken Anja Moderator mod
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    Hello @paullantz,

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

    To start with, I suggest that you please try validating the restored file before attempting to run a One Step Update. However, I do recommend that you first also save a backup file prior to performing these steps.

    Validate: 
    1. File
    2. Validate and Repair File...
    3. Validate File
    4. Click OK
    5. Close the Data Log
    6. Close Quicken (leave it closed for at least 5 secs)
    7. Reopen Quicken and try to run a One Step Update.

    Let us know how it goes!

    -Quicken Anja
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  • paullantz
    paullantz Member ✭
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    the backup file that I restored was fine, it was just the file in use when I did the update that was damaged. I don't use the one step update because of past problems. Repair log had a lot of entries "Quicken found an invalid transaction and removed it. "ACCT_1112e" 0/ 0/1900"
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