Investment accounts are loading very slowly

fmashby
fmashby Member ✭✭
edited December 27 in Registers & Transactions (Windows)

Windows 11, Quicken R65.29, Build 27.1.65.29 More system details below.

I run Quicken off of the Solid state Drive.

This has been ongoing for months, but seems worse recently. It takes 10 to 15 seconds for an investment account to load. I have 7 accounts to update and reconcile. It's frustrating to take this much time. If I load one and later come back to it, it is better, but still takes 5+ seconds to load. I have performed all of the recommended fixes without success. I have validated and supervalidated the file. I have archived the investment accounts. I tried archiving the entire file from 11 years to 5 years without any change in the speed. I rebuilt investing lots and deleted and rebuilt the pricing history. I examined hidden files and made sure that none were updating. I reset the cloud data. I turned off all other software except Norton antivirus. VPN is not running. Appreciate any other recommendations or fixes to try.

The investment accounts open about the same speed on my Surface Pro 7, running a 10th generation processor with 8 of Ram.

More system details.

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Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @fmashby,

    Thank you for sharing your experience! Since I see you listed a 12 generation microprocessor, the situation described in this Idea post may apply:

    https://community.quicken.com/discussion/7965243/improve-performance-on-12th-gen-newer-intel-processors-by-using-cpu-affinity

    I can see you already followed some of the troubleshooting recommended in our article on troubleshooting performance issues, but there are some which may still be helpful:

    Try the following

    If your computer meets the system requirements, here are several tips to improve performance:

    • Exit all open programs that you are not using.
    • Restart your computer, especially if it has been used for a long period of time since it was last restarted.
    • Remove items from the Microsoft® Windows® Startup group.
    • Run the ScanDisk utility, followed by Disk Defragmenter utility. Consult Windows Help for complete information.
      • Disk Defragmenter should not be used with Solid State Drives (SSDs).
    • Turn off backup programs that may be running in the background (ex: OneDrive, Dropbox, Carbonite etc.).
    • Ensure your Quicken file is not saved in a compressed drive. We have observed performance issues (such as slowness) when Quicken files are saved on a compressed drive.
    • Check if other programs are running slowly. This could indicate an issue with your system instead of Quicken.
    • Whenever you you complete a One Step Update, ensure you resolve any errors listed in the One Step Update Summary.

    Third, try Copying and Validating your file

    If the suggestions above do not improve performance, or if Quicken runs slowly in only certain areas of the program, follow the Copy your file and Validate steps below.

    To Copy your file and Validate

    Always make a backup before performing complex procedures. This ensures that you have a "fall-back" file you can use to get back to where you were when you started.

    1. Go to File > Copy or Backup File (do not choose Year End Copy for this procedure).
    2. Select Create a copy or template and click Next. Leave all the settings, including file name and checkboxes, at their default (change nothing on this screen). Simply click Save Copy.
    3. After the Copy is complete, choose to Open New Copy.
    4. In the New Copy, go to File > Validate & Repair File, check the Validate file box, and click OK. This will ensure there are no lingering issues with the data in this file.
      • If your issue was with Investment account(s) slowness or other data issues with an investment account, be sure to also select Rebuild Lots and Correct investing price history: Repair during this procedure.
    5. After the Validation process is finished, you will see the Data_Log appear in a Notepad window. This file is a summary of the Validation results.
    6. Review the Data_Log.txt for messages pertaining to the quality of your data and resolve any that are advised with instructions you should follow.

    Example of Data Integrity Issues in Data Log

    DamagedDataLogWin_support

    Another thing which can sometimes help is doing a clean uninstall and reinstall of Quicken. For instructions, see the post below:

    https://community.quicken.com/discussion/comment/20505828#Comment_20505828

    I hope this helps!

    Quicken Kristina

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