One-Step Update Not Working
Is there a known issue with one-step update after this latest Quicken Update? This has always worked for me but lately, after this latest software update, it seems to be hanging up at "Processing Data".
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I'm not aware of any current issues with One Step Update. Matter of fact, I just completed a One Step Update for 7 different banks in under 2 minutes.
Please do this after restarting Quicken:
• Go to Edit / Preferences / Quicken ID & Cloud Accounts
• Click the "Sign in as a different user" link on the right side.
• Sign out, then sign back in to your Quicken account using your existing Quicken ID.Now try another OSU.
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that worked
thanks
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No way!
There's something else seriously wrong on your computer, making it impossible for Quicken to retrieve the current subscription information.
The solution I posted has been posted many times by others, including Quicken employees. I've used this solution myself with no ill effects.If you haven't done so already, I'd say it's time to call Quicken Support on the phone during posted hours of operation and request help. Let them do a screen share session with you to review the situation on your computer, to determine the nature of the problem and to figure out how to fix it.
Quicken Support:
- To contact Quicken Support, please use this link only: https://www.quicken.com/support#contact-support and select
Chat orPhone support. - Support is only available during posted hours of operation
- The phone number can be found at the support website.
- To start Chat or see the support phone number, your browser must allow popup windows from https://www.quicken.com
See https://community.quicken.com/discussion/7870684/faq-talk-to-support-does-not-respond#latest - If you are eligible for Premium Support (purchased separately or included as part of your subscription to Quicken Premier or HB&R) call the number that can be found at the top of your My Account page at https://www.quicken.com/my-account (US) or https://www.quicken.com/canada/my-account (Canada) when you log in with your Quicken ID. Place the call using the phone whose number is recorded in your account profile.
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0 - To contact Quicken Support, please use this link only: https://www.quicken.com/support#contact-support and select
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That worked. Thank you !!
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Did not work for me. This is a new install of Quicken Classic on Win 11 (R57.26, build 27.1.57.26). Have never done the one-step updates before. All I want it to do is download the latest quotes on my investments. I don't want it to download any bank transaction information. Every time OSU runs (start-up or on demand) it tells me that zero quotes were updated. If I then manually go to the web and look for the current quotes on my investments there is always something there that does not match what is in my Quicken database so there SHOULD HAVE BEEN an update done. Probably means I haven't set up something correctly. Ideas?
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- Go into Tools / Security List. Review the list of your securities. Each of them needs to have a valid ticker symbol and there needs to be a checkmark in the "Download Quotes: box.
The Watch List box should only be checked if you want to track quotes for unowned securities where you want to track their price quotes in a virtual portfolio called "Watch List". - After starting (or restarting) Quicken, please go into Tools / One Step Update and enter your Vault Password. Do not press Enter. Click the Settings button instead.
Make sure there's a checkmark in "Download quotes and investment information". Click Apply and Update Now. - You should now have updated price quotes every time you run One Step Update (and without the detour into Settings).
An alternative method to download quotes without running One Step Update is to go into a Portfolio view in the Investing tab and clicking the Update button.
0 - Go into Tools / Security List. Review the list of your securities. Each of them needs to have a valid ticker symbol and there needs to be a checkmark in the "Download Quotes: box.
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Your instructions seem like what I have already done:
Don't know how to tell if the ticker symbol is "valid".
It doesn't ask me for a Vault Password, guess I've already done that.
I click Update Now and I get
I have had 0 of 4 ever since installing (and configuring) this new install. Next thing to try is ….
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@GlenB ,
are you using the US or the Canadian version of Quicken? Are your banks and brokerages US or Canadian banks?
AFAIK, the US version has problems "going across the border" to download TSE or other non-US quotesA call to Quicken Support, making sure to tell them if you're using the Canadian version, might be in order.
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I am using the Canadian version and the mutual funds are from a Canadian bank and everything is in Canadian $. Should be no cross-border anything involved.
I didn't think this was a hard one, just something I had missed and more experienced users would help me out. But yes, sure, I can call Support. Thanks.
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After some back and forth with a guy on the Support chat line I now know that:
1 - my configuration setup is correct;
2 - I added a Canadian stock on the TSX market to my watch list and that updated as expected; and
3 - the Support guy thinks that means that Quicken does not or can not update data from the Mutual Funds that I have in my portfolio!
These Mutual Funds are at a major Canadian Bank. Is his reasoning likely? I had expected either:
1 - that adding a new security that could not be updated would generate at least a warning message, and / or
2 - that the One-step report would not just say 0 of 4 updates, but would indicate that they could not be updated because Quicken does not know how to deal with those specific securities at that specific institution, and / or
3 - that if there were sources that Quicken could not access then there would be an updated list of them somewhere on the Support pages.
Does any of this sound reasonable / right to anyone here?
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OSU hangs up at "processing data". Logged out and logged back in per instructions. Did not work for me. OSU update still hands up at "processing data".
any other suggestions?
Thanks
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