One step update

Can you really tell if both accounts will not update? If one of the account downloads is hanging up, OSU may never be getting to try to download the other account.

What happens if you try downloading each account individually? Use the "Update Transactions" button at the foot of the account "Transactions" list (the "register"). If the first one you try hangs, CTRL/ALT/DEL, then try the same with the second account.

Once you determine whether one or both accounts are having problems, what happens if you create a New Quicken file, setup one or both accounts in that new file, and try downloading there?

John,

They both update correctly if I do the above. I forgot to mention that both have the same Fidelity customer ID (my SS#) and both have the same PIN (one is a joint investment account and one is my IRA) so both update no matter which transaction page I am on.

I then created a new file called Test and setup both accounts in that. They both downloaded.

So what does that mean and what should I do now?

Thanks for helping me with this.

Caryl

How many total Fidelity accounts are setup to download using OSU?

I'm not sure that I'm going to be any help: I never expected the answer you have given.

When you created the new file, did you try using OSU to download those two accounts in that file ... or did you only use the "Update Transactions" button?

I can only think of two possibilities; and they are both "last resort" possibilities.

You can try making a Quicken "Copy" of your data, Validating that Copy, then retrying an OSU in that Validated Copy.

The only other VERY long shot I can think of is to reinstall Quicken (and probably to a new folder).

I should have added: if OSU works in that Validated Copy, you'll probably want to make that file(set) your regular Quicken file. You can delete, or rename, your current file; then rename the Validated Copy to your regular Quicken file name.

Five accounts: two investment and three IRA. Each investment account has the same customer ID and PIN as an IRA account and one IRA has its own ID and PIN.

Used OSU.

I feel stupid asking, but what exactly am I copying and how do I make a copy of it?

If I have to do this, how do I reinstall to a new folder. What does that mean? Do I delete the Quicken that is already there and once the program is reinstalled restore the data using my backup copy?

Caryl

Hi, Caryl.

To save you time in case John is busy, maybe I can help out here.

In Quicken, with your file loaded, click File | File Operations. You'll see a menu with 5 options, including Copy and Validate. The quickest process is to Validate your working file. But it's not a comforting feeling to have Quicken playing around with your only copy of your data file. So it's best to use this Copy option to create a duplicate of your working file, assigning it a new name; you might even want to put it into a different folder. Then use File | Open to load that copy - and Validate that copy.

If the validated copy works properly, but the original does not, then you might want to rename (or delete) the original, then rename your validated copy to your original name and use it from now on. You might never figure out what went wrong with the original, but you will have a new file that does work.

Right, John?

RC

Thanks, R.C. I followed your directions with no problem.

Unfortunately, the validated copy does not seem to work. I have been trying all different ways of using OSU and nothing works right. Using QDATA the summary indicated for the first time that all accounts updated successfully. However, the icon in the top bar continued to spin.

Using OSU with QDATACpy, which is the validated copy, I get the same summary information as with QDATA, with the same time indicated, so it appears that nothing happened with it.

Should I now try reinstalling Quicken, which was John's last suggestion? If so, my questions to John about this remain the same.

Caryl

Right you are. And doing the Quicken Copy also should remove old logically deleted items from the data.

Do you have the Quicken.com box checked in the One Step Update Settings? If so, try unchecking it and doing another OSU.

The Quicken install process will uninstall Quicken, but sometimes I think it is better to do the uninstall yourself.

Use Windows Control Panel > Add or Remove Programs. There's also a Quicken uninstall utility on the Quicken CD called "qcleanui.exe", which may remove some things that Control Panel might miss - run qclieanui (after Add or Remove Programs) by right-clicking it and selecting "Run as" then "Administrator".

Then I would use Windows Explorer (with the option to view hidden and system folders and files) to search your hard drive for any folders, or files, with "Quicken" in their name: if there is any folder that does not contain your Quicken data or backups, I would delete it, as well as any non-Quicken-data files with Quicken in the name.

I don't recall what os you have, but for Windows XP, I would create a new folder in the Program Files folder, and tell the Quicken install process to install Quicken in that new folder. And I would initiate the install process by right-clicking on "install.exe", then select "Run as" then "Administrator".

You should not need to do any "restore" after you reinstall - unless you accidentally deleted your Quicken data.

That is it! I unchecked the box and OSU works perfectly now. And the program closed and opened the correct way also. Hopefully it will work just as well when there are some transactions to download.

I tried the OSU with both the original data file and also with the copied and validated file and it worked with both. I would like to delete one, so would you suggest that I use the validated file?

Thanks so much for all your help with this.

Caryl

I had forgotten that Quicken.com has undergone a complete remake and the new and "improved" version is not quite ready-for-prime-time.

I think I'd keep the Validated Copy. I'd probably rename my original file (using Quicken) and keep it around for a little while, then rename the Validated Copy to my preferred name.

John,

Since you said that using Quicken Copy removes deleted items from the data, I was wondering if it would be a good idea to periodically copy the file and use the new one. I noticed that my original QDF file was

Caryl

It couldn't hurt.

Caryl:

Pardon me for jumping, but a copy does not always result in smaller files. Here's a screenshot from my last Copy operation:

John,

Since you said that using Quicken Copy removes deleted items from the data, I was wondering if it would be a good idea to periodically copy the file and use the new one. I noticed that my original QDF file was

Caryl

Thanks, Bob. I will now be sure to check the size when I next copy my file.

Caryl