After one step update, must restart quicken windows to see data in some accounts

Mark248
Mark248 Member ✭✭✭
edited November 29 in Errors and Troubleshooting (Windows)

Using Quicken windows R59.35, Build 27.1.59.35. However over the last several years on all versions of quicken over these years, I have noticed a recurring bug where, after completing a one step update, successfully downloading all 10+ of my accounts, often but not always 2-3 of these accounts do not show the downloaded data until after I close and restart Quicken (but not repeating sync or one step update). These problem accounts are typically Charles Schwab Brokerage Investing accounts. Any thoughts about this? There is never an error message displayed relative to this.

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Mark248,

    To help troubleshoot this issue, please provide more information. You mentioned this has been going on for years. Do you recall roughly when this started? Was there anything that changed around the same time? Is it always the same 2-3 accounts where you can't see the new transactions until you restart your Quicken? Do you typically leave your Quicken program open all the time, or do you close the program when you're done using it?

    I look forward to your reply!

    Quicken Kristina

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  • Mark248
    Mark248 Member ✭✭✭

    this problem has definitely been going on longer than five years although I can’t say exactly when it began, perhaps 7-10 years? (I have been a Quicken user since Quicken 2 around 1989!) I will often leave Quicken open, I guess I probably restart it 2-4 times a month, but run one step update almost daily. The failure to see data is not every update, perhaps 1/4 of the time, and the affected accounts seem to be limited to Schwab retirement accounts I believe. I can pay closer attention to these points going forward to be more certain.

  • RalphC
    RalphC Quicken Windows Subscription Member ✭✭✭✭
    https://community.quicken.com/discussion/comment/20464315#Comment_20464315

    > I will often leave Quicken open, I guess I probably restart it 2-4 times a month,

    Therein lies a possible, if not probable, issue for you. If you are not restarting Quicken, you're not restarting your system either. I would, and do, close Quicken after every session. Restarting your system on a more often basis will also go a long way to resolving your issues.

    Due to your computing practices, I would also suspect some data file integrity issues and I would run Validate and Super Validate.

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