How to UNschedule updates?

Hi RC,

Try also unchecking all the items to be updated.

Jerry

I agree that in the past this was the key.

Despite the fact that Schedule Updates starts out with no day of the week selected when you first get Quicken; once you have scheduled an update, you may not be able to uncheck every day of the week (especially, if you have any items selected to be updated). But in past versions, you could still save the "Scheduled Updates" with no items selected, and it didn't matter if one day was selected.

Though even then, I believe in some cases, scheduled updates continued to "run", at least long enough to determine that there were no items to be updated. As I recall, to stop that, you had to do Start (Windows taskbar) > Run > ("msconfig") > OK > Startup and uncheck the box for the Quicken startup (I forget the exact name).

But I think there may be a new wrinkle introduced with Q2011.

In the past, the items selected for Scheduled Updates were independent of the items selected for One Step Update. But in Q2011, they appear to be the same ... literally. You can uncheck an item in Scheduled Updates, and Quicken will automatically re-check it, if it is selected in OSU. So I think you'd need to uncheck everything in OSU, then verify that Scheduled Updates had nothing checked, and try to uncheck every day of the week there. Then maybe remove the Quicken startup program using msconfig; and finally re-select your OSU choices.

I'm guessing at this; I haven't actually tried it. And I just discovered the link between the Scheduled Update selections and the OSU selections within the last 24 hours.

?Hi, John - and Jerry.

Well, MAYBE I've fixed it - but the jury is still out.

Going to Schedule Updates and deleting all the FIs didn't work, Jerry, because it still insisted I check at least one day. So I left Monday checked and deleted all the accounts - and this seemed to work. But then I ran an OSU - and then ran Schedule Updates again and, as John said, they were all checked again.

But now, no DAYS were checked - and OK DID work to get me out of Schedule Updates. ;> to Tools | Schedule Updates, and then UNcheck all 7 days of the

I agree that in the past this was the key.

Despite the fact that Schedule Updates starts out with no day of the week selected when you first get Quicken; once you have scheduled an update, you may not be able to uncheck every day of the week (especially, if you have any items selected to be updated). But in past versions, you could still save the "Scheduled Updates" with no items selected, and it didn't matter if one day was selected.

Though even then, I believe in some cases, scheduled updates continued to "run", at least long enough to determine that there were no items to be updated. As I recall, to stop that, you had to do Start (Windows taskbar)

startup (I forget the exact name).

But I think there may be a new wrinkle introduced with Q2011.

In the past, the items selected for Scheduled Updates were independent of the items selected for One Step Update. But in Q2011, they appear to be the same ... literally. You can uncheck an item in Scheduled Updates, and Quicken will automatically re-check it, if it is selected in OSU. So I think you'd need to uncheck everything in OSU, then verify that Scheduled Updates had nothing checked, and try to uncheck every day of the week there. Then maybe remove the Quicken startup program using msconfig; and finally re-select your OSU choices.

I'm guessing at this; I haven't actually tried it. And I just discovered the link between the Scheduled Update selections and the OSU selections within the last 24 hours.

I'm glad you got it fixed, and without having to uncheck the OSU selections. I didn't like that option either.

But, just for the record: unchecking the financial institutions in the OSU dialog, doesn't deactivate them for downloading. You can go back later to the OSU dialog, and put a checkmark beside the ones you previously unchecked, and they will download with no further action required.

It's also the key in the *present* if you haven't upgraded to Q11 :-)

This is a bad design made even worse. You shouldn't have to uncheck

*anything* to turn off auto-updating - there should be a separate checkbox to turn it on and off. If you agree I hope you can convince Intuit to fix this design.

The Q11 coupling of checked items between One Step Update and Scheduled Updates (discussed by John in the snipped portion) is more debatable but I personally don't like it at all. Even as a general principle there are valid reasons for manual and automatic sets of actions to be different.

This is a typical example of what happens when vendors try desperately to add value to legacy systems. They often get overly aggressive and make things worse. It's up to the user community to bring these issues to their attention.

Jerry

?Hi, John.

Thanks for that reminder. I think I knew that and forgot. ;^}

RC

?Hi, Jerry.

You are very right!

RC

I do agree. I probably would have submitted something to Intuit before, but I don't use Scheduled Updates ... and I just discovered the Q2011 behavior within the last day or so.

I was thinking of suggesting 3 choices:

1.) No scheduled updates; 2.) Schedule update with selections independent of One Step Update; 3.) Schedule update using One Step Update selections.

I mostly agree. And I would say that the users have never failed to make their wishes known.

But part of the problem is that, it is in response to the user committee's complaints that most of the changes get made.

Example: some users complained bitterly that they could not control the size (width) of the "Holdings" pane on the Overview tab of investment accounts; so sometimes they ended up with another pane alongside the Holdings pane, shrinking the Holdings pane to half its normal size. At the time, the only way to address that problem was to reduce the amount of horizontal space available to the Holdings pane (shrink the Quicken window; widen the Account Bar, etc.); it was a bit cumbersome to work out how to do it, but it ususally "solved" the problem.

To "help" those users, Intuit removed the Holdings pane from the Overview tab, to a separate popup window in Q2011; now users can size it to their heart's content. Original problem solved.

But, it turns out, some users wanted to open Quicken (or their investment account) directly to the Overview tab with the Holdings pane displayed ... now, no longer possible.

So the fix for one group of users, created a problem for another group of users (there is probably some overlap in members of the "two" groups).

How about a single form with two columns, one each for OSU and SU and a separate on/off checkbox for SUs. Add a button to copy the OSU column settings to the SU column. This gives the users all 3 of your choices in a way that they can clearly see what Quicken is going to do.

To make it even neater, make the SU column and the button disappear if SUs are turned off; if SUs are turned [back] on, populate the column with the previous SU settings. Add extra buttons to check and uncheck everything, if you like.

This kind of design is reminiscent of an old UNIX philosophy: Give the users a gun - but make sure it isn't pointed at you :-)

Jerry

P.S. I don't use Scheduled Updates either.

?Hi, Jerry - and John.

I d>>> [snip]

How about a single form with two columns, one each for OSU and SU and a separate on/off checkbox for SUs. Add a button to copy the OSU column settings to the SU column. This gives the users all 3 of your choices in a way that they can clearly see what Quicken is going to do.

To make it even neater, make the SU column and the button disappear if SUs are turned off; if SUs are turned [back] on, populate the column with the previous SU settings. Add extra buttons to check and uncheck everything, if you like.

This kind of design is reminiscent of an old UNIX philosophy: Give the users a gun - but make sure it isn't pointed at you :-)

Jerry

P.S. I don't use Scheduled Updates either.

I had already posted my suggestion in the Quicken Live Community; I added yours to the same discussion.

I had also gotten a response from one of the Quicken developers that they were already looking into the Scheduled Update problems, and that they might have some additional info (or possibly a program change - my interpretation) coming soon.

Thanks John.

I think the SU on/off button is the meat and potatoes. Anything else is gravy as long as it's easy for users to understand what's going on.

Jerry

It seems Intuit was way ahead of me/us on changing this. Q2011 R4 is being released today, with a fix to make UNscheduling updates easier. Not using the techniques we discussed, though one of the developers said Intuit would still consider the suggestion(s) we made for some future release/version.

Be still my beating heart!

"Fixed a problem where the One Step Update Summary appeared even though no errors had occurred and the option "Show this dialog only if there is an error" was set."