Quicken One Step update

My first thought is to do File>file operations>validate. Make a copy first but this is kind of reboot for Quicken and fixed a multitude of sins for me in the past.

Thanks, tried that and no change. Have also noticed my net worth calculations that come up on the net worth dashboard are totally corrupted, but are fine everywhere else.

Doug

Have you done a supervalidate?

No, have not done the supervalidate. Didn't see any option for that. How does one access "supervalidate"/

Ok, found out how to do supervalidate. Did that and there has been no change in the net worth report and I still can't use the One Step update. It still hangs.

Check your firewall settings and your anti-virus settings.

If that doesn't help, try doing "Update Now" for each account individually. Perhaps that will tell you if some accounts are working and others not.

There should be a log from the supervalidate. Maybe that log has some pointers to the trouble spot.

Well, it seems to be working now. The update feature worked after I rebooted when the supervalidate was completed. My networth report, however, is still a mess. It indicates I have no net worth over each of the past 3 years for the accounts listed, but the totals for each year are in the trillions (I wish).

Well, the issue is back. On a fresh re-boot of the computer, I can download, but after that it doesn't work. There doesn't appear to be a way to stop the update once it has started, apart from shutting down the program. Even then, Quicken is still running, if you look at the processes tab in Windows. When it hangs, it seems to get stuck on getting exchange rates. The stock and fund data seems to be completed (although there is nothing to tell you that apart from a change in the icon colour in front of the text on the update page.

Doug

Have you tried creating a new file using 1 of your accounts?

I had a similar problem a few years ago and Intuit support suggested that I create a new file. Sure enough, OSU worked fine. I copied the old transactions to the new file and everything has been working fine since then. He said that there was corruption in the file that could not be resolved using the usual methods and that I needed to start over again.

How do I go about doing that? My QDF file is now 15 MB in size and has about 15 years of data in it. I would hate to have to re-enter that much data for all of the accounts. There are a number of reports that seem corrupted. The network one is certainly corrupted and some of the investment performance graphs simply don't make sense. Most of these corruptions seem to stem from absent data. Of the five files Quicken uses, which one is used to generate the reports?

Thanks,

Doug

I tried to export a chequing account from my existing file and import it into a new file using the QIF file format. Not convinced it worked. Balances were way off between the two files. Is this because I haven't added all of the other accounts the chequing account interacts with? The first entries in the existing file were deposits. Once exported and imported into the new file, for some reason these now became withdrawals. Any help appreciated.

Doug

Quicken doesn't provide any simple way to do what you appear to be trying to do.

But the problem you seem to be describing is one which you will need to fix yourself. Dealing with "transfers" is something that Quicken can come close to doing ... only under certain conditions ... conditions which you may not have taken into account.

For example: if you are trying to transfer Account A from Quicken file 1, to account A in Quicken file 2 ... and Account A had transfers to Account B in Quicken file 1, but Quicken file 2 does not contain Account B, you will have problems.

If your "new" file doesn't contain any account for the transfers to go TO or to come FROM ... you need to create those accounts ... or substitute some meaningful category for the transfer categories.

I am transferring each one of my accounts. The initial file transfer of the first account for some reason identified the names of all accounts in the file A and loaded the names into file B. As I transfer the data from one file to the other , the account balances change in File b. So although I mentioned in that my first file transfer seemed to give me some bizarre results, each subseaquent transfer is bringing things into reality, although I don't know yet because not all the accounts have been transferred. Will provide an update once I do all of the accounts.

Doug

In that case, use the QIF import option "Special handling for transfers". I think that's the best Quicken can do in your situation. [When Quicken uses that option, it expects multiple QIF files, one per account. I don't know if the option survives an exit from Quicken.]

Thanks, Transferred each of my accounts and 80% of the accounts transferred correctly. Some of the accounts that did not transfer as planned only needed some minor changes to transactions. Two RRSP accounts however, will require some major re-work. Also a $US RRSP account in the existing file was transferred as a $Cdn account in the new file. There appears to be no way to convert it back so it will have to be deleted and re-created. YOu also lose the flag for any pending transactions in any of the existing file's accounts. All transactions have to be accepted in the conversion, unless you want to process each one separately. That would take for ever. Will likely do it all over again, this time ensuring there are no pending transactions against any of the accounts.

Doug

QIF files have no way to specify account currency, so if a new account is created by QIF file import, it will be in the Home currency.

Correct. Once a Quicken account has been created, you can not change its currency.

For your project, I suggest creating the accounts manually before you attempt to import any transactions for them.

Thanks, This project will have to go on the backburner for a while. Once I get back to it, I'll post again on my relative success.

Doug