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

On Wednesday, December 6, 2017 at 4:34:02 PM UTC-6, p.collins wrote:


Have you tried making a copy of the data file from within Quicken? From within Quicken select File - File Operations - Copy.
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replying to p.collins, MarkS wrote: Spoke with top level tech support about this and another issue. Apparently this is a known bug in present Quicken and they are working on a fix. She said nothing I/we can do to resolve this until new patch comes out. She immediately knew about this and was very helpful with other issue.
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replying to Sherlock, MarkS wrote: Thank you. Did that twice with Quicken TS on a phone call and with them on my PC using remote support. Didnt help. Did use Qclean.
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On 2017-12-06 22:34:01 +0000, MarkS said:

If you haven't already, I suggest you clear the Express Web Connect state preserved in Quicken's servers: deactivate the Online Services of all of the accounts using Express Web Connect connection method, open the Online Center window, press Ctrl + Shift and select "Update/Send", select "Reset CC Credentials", "OK", and "OK".
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replying to Sherlock, p.collins wrote: Sorry, clearing Express Web Connect on Q 2018 did not solve the problem for me. To determine whether the problem is directly tied to Express Web Connect I deactivated my one account that uses Express Web Connect to see if that was the root of the problem. It was not----- one step update continued to clear the checkbox on the remaining 5 accounts that use direct connect. thanks anyway for the suggestion. any other ideas out there?
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replying to Sherlock, MarkS wrote: My post above states I did exactly what you describe - twice. With Quicken TS on remote on my PC watching. No joy.
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On 2017-12-07 16:34:01 +0000, MarkS said:

If you haven't already, I suggest you select "Tools"->"Schedule Updates..." and verify the financial institutions you update are checked.
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replying to Sherlock, p.collins wrote: I opened "schedule updates" as you suggest. All the check boxes were checked. I have never used this feature so I set it up to automatically download my accounts. On the first cycle it downloaded everything, as it is supposed to do. The checkboxes for the manual update, however, are still unchecked. While this helps narrow the problem, I am afraid it gets us nowhere closer to a solution to fixing the underlying problem many of us are dealing with, especially those of of who check balances more than once a day.
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replying to p.collins, sparger wrote: FWIW... I just started having this very same problem about 2-3 days ago. Q2017 Premier, R15.13 Build: 26.1.15.13.
I'm not sure if it started after an updated version was installed or not, I vaguely recall installing something in the last couple of weeks but not sure. I specifically recall doing a OSU and Quicken crashed (I used the "report" problem button but I haven't heard from Quicken). Ever since that crash it will not save the option to select all my financial institutions but it will always work if I go in again and select them all and do another update. Of course, it doesn't save the options so I have to do this over and over.
I really wish Quicken would focus on reliabilty and not fancy bells and whistles that I will NEVER use. They aren't alone, all high tech is so full of bugs it's silly but Quicken is like a utility to me, I need it - and use it every day. I am sick of things working for YEARS and then not working. anyway, that's my two cents!
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