Q17 One Step Update Defaults to pull quotes but no institutions!

To prevent confusion - this is not about Quicken updating itself with new releases.
And this is not about financial institutions data not downloading.
This is about what Q17 does when I run
One Step Update > All Accounts
It checks ONLY online quotes! It does not try to download transactions from my financial institutions.
Only the SECOND time I run OSU > All accounts does it behave "normally", displaying for me the OSU Settings box to allow me to select and deselect FIs. And they're all deselected by default. When I select them and run the OSU, everything works fine.
Why is it so hard for me to download data from my FIs?
Doug, Quicken user for almost 20 years.

Reply to
dvejr
For Q 2013 that problem was caused because it usually took a second attempt to bring up the Intuit log form and the password info could NOT be saved into Password vault.
Q 2017 allows password vault to save Intuit log in info so check if that has been done.
Reply to
Zaidy036
"Zaidy036" wrote
-------------------------------------------------------------------------------
For Q 2013 that problem was caused because it usually took a second attempt to bring up the Intuit log form and the password info could NOT be saved into Password vault.
Q 2017 allows password vault to save Intuit log in info so check if that has been done. -------------------------------------------------------------------------------------- The Intuit ID was not introduced until Q2014, so Q2013 could not have had any problem with the Intuit ID..
I have Q2017 and I have tested with it: the original poster's problem is definitely not universal for all (or, I believe, most) Q2017 users. I get all my One Step Update available accounts downloaded to Q2017 successfully. I am using the R4 release, but I never had any general problem downloading using R2 or R3.
The original poster should provide more specific information.
[I think I may have seen a report of a similar problem in the Quicken Community: the op should also look there.]
Reply to
John Pollard
Thank you both. Don't know how to be more descriptive.
At the home screen, I have a button on the ribbon bar with a circular arrow design. When I click it, Quicken promptly downloads quotes and nothing els e. It does not ask me any questions. Neither, and this is my beef, neither does it download transactions from any of my financial institutions. After it has downloaded quotes, and I am back at my main screen, I click th e same button a second time. Now the program behaves differently - it opens the One Step Update Settings box, in which the checkboxes next to the name s of my financial institutions are NOT yet checked. The checkbox next to " Download quotes and investment information" is checked. I can check the bo xes for my institutions and click on the button at the bottom that says Upd ate Now. The program then, finally, downloads my transactions.
Reply to
dvejr
ow design. When I click it, Quicken promptly downloads quotes and nothing e lse. It does not ask me any questions. Neither, and this is my beef, neith er does it download transactions from any of my financial institutions.
the same button a second time. Now the program behaves differently - it ope ns the One Step Update Settings box, in which the checkboxes next to the na mes of my financial institutions are NOT yet checked. The checkbox next to "Download quotes and investment information" is checked. I can check the boxes for my institutions and click on the button at the bottom that says U pdate Now. The program then, finally, downloads my transactions.
When we select the "button on the ribbon bar with a circular arrow design", a window should appear prompting for the "Vault Password". Assuming this window does appear, you should enter the password in the text box and sele ct the "Settings..." button to open the "One Step Update Settings" window. After you have checked all of the boxes to the left of the accounts and se lected the "Update Now" button, Quicken should preserve the settings in the data file.
Reply to
Sherlock
On the right hand side of the button you describe there is a down arrow (in Q2016). Clicking on that down arrow gets you to settings where you can set what you want the button to do.
Reply to
Arnie Goetchius
Assuming this window does appear, you should enter the password in the text box and select the "Settings..." button to open the "One Step Update Settings" window. [OK, did that]
After you have checked all of the boxes to the left of the accounts [done] and selected the "Update Now" button, Quicken should preserve the settings in the data file. [It does NOT preserve them. All checkboxes are unchecked the next time I OSU.]
Reply to
dvejr
I'm using Q2017 R4, and it does not save my settings. As I said originally, I can eventually download my transactions. But something's broken with OSU settings.... Doug
Reply to
dvejr
gn", a window should appear prompting for the "Vault Password". [Yes}
xt box and select the "Settings..." button to open the "One Step Update Set tings" window. [OK, did that]
] and selected the "Update Now" button, Quicken should preserve the settin gs in the data file.
I suspect the data file is corrupt. I suggest either restoring a data file backup (select "File"->"Backup and Restore"->"Restore from Backup File..." ) that doesn't have the issue or attempting to allow Quicken to repair the data file (select "File"->"File Operations"->"Validate and Repair...").
Reply to
Sherlock
Sounds like it could be an access problem - if you can run Quicken as an administrator (right click icon and select "Run as administrator" and save your settings , that would confirm.
I'm using Q2017 R4, and it does not save my settings. As I said originally, I can eventually download my transactions. But something's broken with OSU settings.... Doug
Reply to
JohnA
Have exact same problem. Using Q2017, R15, H&B. OSU only does quotes. I can then check ALL on second attempt with Manage Settings but the settings do not stick. Q2017 does not support 'Run as Administrator'. Will tell you cannot be run in that mode when you start it as one poster recommended this. Did File Repair, Validate File. Nothing significant found (future entries, stock split missing). Back to OSU, Update Settings, all the download tranaction boxes unchecked (10 items), clicked on All. Did an update and worked fine. Then tried again 1 min later. Brings up an empty settings box again with no Download transactions accounts checked. So this is reproducible and more than 1 person. Thanks
Reply to
MarkS
"MarkS" wrote
So this is reproducible and more than 1 person. ----------------------------------------------------------------
FYI: "reproducible" does not mean more than one person is experiencing the problem. "Reproducible" means every other user of the software (in your case, Q2017) can "cause" the problem to occur ... by following the steps known to cause the problem.
I can tell you that many people, myself included, do not have the problem of this discussion with Q2017.
When the problem is truly "reproducible", I will be able to cause the problem to occur when I run Q2017 - which I can not now do.
The problem could be a bug, but it could also be file corruption (even, possibly, installation corruption).
To learn more, you could try creating a New (test) file, and setting up multiple financial institutions/accounts for One Step Update in that file. Then do regular One Step Updates in that New (test) file. That might help indicate whether there is anything wrong with your current Quicken file.
If/when the conditions are made public that allow any/every other user of Q2017 to reproduce the problem, the likelihood of a fix will increase significantly (it's possible that Quicken developers can find the problem without having any user discover/publish the criteria for causing it - it's just that the odds are then diminished). But even if the cause is found, there's a good chance the fix will not be made to Q2017 which is very late in its development cycle.
Reply to
John Pollard
Thank you. First, I said reproducible AND more than 1 person. 2 different issues. I can reproduce it. WITH quicken TS I did uninstall, use Qclean, reinstall twice. Did Validate the file per my prior post. It is reproducible. Reproducible does not mean every user has the problem, it means 1 user can reproduce the issue over and over given the same set of conditions and show it to TS/Developers rather than a random event. Was told it MAY be the .net 4.7 issues and to call Microsoft. Yeowww. Separately, I can report the same issue as the original person. I never said it affects everyone but that person is not alone which, if they alone had the problem, would speak more to their particular installation having the problems you describe. I was considering upgrading to 2018 until this but now not worth it IMHO. You may disagree. I was simply hoping that Quicken would take note and help. That is all. I have used Q for over 15 years. so do not want to abandon this platform and I want them to be successful with the new company.
Reply to
MarkS
I am having the same problem with Quicken 18. I have determined that it is a file corruption problem, rather than an install problem. I run two different files on my PC --- one file fails to update automatically, requiring me to go to settings and check all boxes while the other file updates as it should ---- fill in vault password, hit enter and everything updates automatically. When this first occurred I restored from a backup and the issue resolved itself temporarily, but after a day one step update failed again.
Reply to
pcollins
"MarkS" wrote
reproducible. Reproducible does not mean every user has the problem, it means 1 user can reproduce the issue over and over given the same set of conditions and show it to TS/Developers rather than a random event. ------------------------------------------------------------------
I did not say that reproducible means "every user HAS the problem" [emphasis added]. You can't refute what I said, if you misrepresent what I said. I suggest you read my post again.
But one user who has the same problem all the time is not reproducing the problem . One good example: data corruption. A user with data corruption may consistently experience a specific problem - which no one else can reproduce since they do not have that corruption. Even multiple users may have corruption that causes a specific problem - and that condition is not reproducible, since no one knows how corruption occurs (so no way to "reproduce" the corruption), nor what corruption causes what problems ... so no other user, not already experiencing that problem, could reproduce it.
There are several long lasting Quicken problems, reported by many users, that have never been "reproduced" (despite the attempts by many other users to recreate the problem) - which is one of the reasons why they are "long lasting problems".
The steps you took did not qualify your problem as reproducible. Unless others using the exact same software, in the exact same environment, with comparable data, can cause the problem to happen (especially when they were NOT already having the problem), then the issue is not "reproducible". That's why users are asked to provide their operating system, year-version, release, Preference settings, as well as (sometimes) their monitor and screen resolution, some data samples, what automatic backup they might be using, etc. The idea is to eventually make it possible for other users with the same operating conditions to "cause" the problem to occur ... when those other users had not been experiencing the problem.
To "reproduce" a problem is not the same as to "experience" or "have" a problem: "reproducing" requires that the problem can be "caused" by someone not already "experiencing" (or "having") it. Which in turn requires identifying the conditions and steps necessary to cause the problem to occur.
By the way, in case you also misunderstood this: the fact that a Quicken (or any) problem is not reproducible does not mean that it is not a real problem. And it doesn't mean it's not a bug. It does mean that the odds of getting the problem fixed (either by modification of Quicken where applicable, or other means) is significantly less likely. Once the steps necessary to create the problem are known, the probabilities for addressing the problem increase. In the short run, sometimes knowing what causes a problem offers insights into a workaround for the problem. And in the long run, when a reproducible problem is caused by a Quicken bug, or an intentional Quicken policy; the odds of getting changes made by Quicken increase.
[If the software developers are already experiencing a problem, then reproducibility is largely a moot point: they will already have the ability to analyze the problem and find its cause. Reproducibility is only necessary so developers who do not see the problem (and have not found a way to cause it to occur) can know the conditions and steps necessary to cause the problem to appear on their computers. Secondarily, reproducibility may help a user get confirmation from other users that they are facing a problem caused by Quicken, rather than some other software (such as an automatic backup program, for example), user-misunderstanding about how the software works, or user error. ]
Reply to
John Pollard
Using Q2017, R15 .... ---------------------------------------
FYI: another user reported what sounds like the same problem, but with Q2015. When that user applied the most current Q2017 patch (R15.1), the problem went away.
The current patch level for Q2017 is also R15.1. If you are not using R15.1, I suggest you download the current patch for Q2017 and run it.
To get the most current patch, go to:
formatting link
Click on Q2017 under "Supported Quicken for Windows Products".
Reply to
John Pollard
FYI: another user reported what sounds like the same problem, but with Q2015. When that user applied the most current Q2017 patch (R15.1), the problem went away. --------------------------------------------
My apologies, I mis-keyed the the year version in the above- I keyed Q2017 when I should have keyed Q2015 .

FYI: another user reported what sounds like the same problem, but with Q2015. When that user applied the most current Q2015 patch (R15.1), the problem went away.
Reply to
John Pollard
If you haven't already, I suggest you perform a clean uninstall and then reinstall:
formatting link
Reply to
Sherlock
The problem is not in the install - it is in the file - I run two separate files (personal & work) - one works, one doesn't. It also is not specific to any one version of quicken - for me the problem started on Q-2016 and continued after I upgrade to Q-2018. Validate does nothing, rebuilding the password vault does nothing ----- Intuit support knows nothing, yet many of us have the same problem
Reply to
p.collins

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