Quicken Freezes When Updating Express Web Connect Accounts

System
System Member admin
edited March 26 in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from:

No option in Quicken to switch "Web Connect" to "Express Web Connect".

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  • SteveDogB3
    SteveDogB3 Quicken Windows Subscription Member ✭✭

    I'll just add this, sort of relevant. I've got all my EWC accounts causing errors and lock up up my PC. No answers so far.

  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Moderator mod

    Hi @SteveDogB3,

    Thank you for sharing what you are experiencing. I’d be happy to help you look into this issue.

    To better understand what might be causing the problem, could you please provide a bit more information?

    • Which financial institution(s) are the affected accounts associated with?
    • What specific error message(s) are you receiving?
    • When did the issue first start?
    • Where is your Quicken data file currently stored?

    To check the file location, please open Quicken and go to File. At the bottom of the menu under Recent Files, the file with the check mark next to it is the one currently open. Please let me know the full file path shown there.

    I look forward to your response.

    Quicken Laura

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  • SteveDogB3
    SteveDogB3 Quicken Windows Subscription Member ✭✭
    edited March 26

    Let me try and answer your questions:

    1) The problem is across several banking institutions, pick your favorite…. all are EWC+, it doesn't matter if I do the update in a group or a single account.
    2) I don't receive an error message; I'm presented with the Add Account screen, and if I click "continue," it locks up the computer, and "End task" is the only way to fix it.
    3) The issue started in December. It was not connected with an update, Quicken, or Microsoft.
    4) My Quicken data file is stored on my hard drive just like it has been for the last 15 years; that's not the problem.

    ADDITIONAL INFOMATION: Yesterday I installed Quicken on a brand new out of the box Windows 11 PC. Exactly the same result. TODAY, when I was trying to do an update, during the update it said it was "syncing to the cloud" which I specifically have turned off, didn't want…unacceptable.

    [Edited readability]

  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Moderator mod

    Hi @SteveDogB3,

    My apologies for the delayed response, and thank you for taking the time to answer all the questions—that’s very helpful.

    In some cases, a specific connected account can cause slowdowns during a One Step Update. To help isolate the issue, please try deactivating and then reconnecting your accounts by following these steps:

    Deactivate account:

    1. Select "Tools"
    2. Select "Account list"
    3. In the Account List, select the account you want to deactivate, and then click Edit.
    4. In the Account Details window, click the Online Services tab.
    5. Click Deactivate next to the service you want to disable.
    6. Click Yes to the message confirming if you want to disable this service. 

    Reactivate account:

    1. Go to Tools > Add Account.
    2. Search for and select your financial institution.
    3. If prompted, choose the appropriate connection method.
    4. Follow the on-screen instructions.
    5. When the list of found accounts appears, be sure to select Link to connect them to your existing accounts (do not add duplicates).

    You may also want to confirm that Quicken Cloud Sync is turned off:

    • Go to Edit > Preferences
    • Select Mobile & Web
    • Ensure the Sync toggle is set to OFF
    • Try running One Step Update again

    Additionally, please try the following:

    Install the latest Manual Patch file

    Even if you are on the latest software version already, downloading and installing the most recent Manual Patch file ensures your Quicken software is up to date, and all files are correctly installed.

    You can find the latest update file and instructions on installing it here.

    Validate and Repair File

    Note: It is highly recommended you save a backup data file prior to performing these steps.

    1. From the File menu, choose Validate and Repair File....
    2. Check the Validate file checkbox.
      1. If you have investment accounts, check the Rebuild investing tools and Correct investing price history checkbox.
    3. Click OK.
    4. After the process completes, close Quicken and leave it closed for 30 seconds.
    5. Reopen Quicken and attempt the One Step Update again.

    Please let me know how it goes. I’ll be happy to continue assisting!

    Quicken Laura

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  • SteveDogB3
    SteveDogB3 Quicken Windows Subscription Member ✭✭
    edited March 26

    Laura, thanks, but you're a bit behind. I've solved the problem. I created a copy and went through and reconnected every account. I gotta say, and I hope you have Mr. Dunn's ear, you folks on this board do great work. You have answers and work to get resolutions. HOWEVER, this shouldn't have happened. I can't believe people aren't screaming about this, and to have to go through and reconnect everything….wow.

  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Moderator mod

    @SteveDogB3,

    That’s great news; thank you for letting me know what worked! I understand how frustrating this situation can be, and I appreciate you sharing your experience. I’ll be sure to pass your feedback along.

    Thank you for your patience throughout the process. Please feel free to reach out if you have any additional questions.

    I hope you have a great day!

    Quicken Laura

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