Re: Q

On 4/25/2023 8:44 AM, John Pollard wrote:
> On Tuesday, April 25, 2023 at 6:32:54 AM UTC-5, Edward wrote:
> 
>> Anything else? I've tried all of your suggestions and still having the
>> same problem. I may try to go back to an old backup and see if it will
>> work.
> 
> I don't have anything but long shots at the moment.
> 
> If you want to get a better idea about whether your current Quicken file
> is OK, I suggest you try creating a New (test) Quicken file and setting up the
> Schwab account(s) there. If a One Step Update works in that file, it would
> suggest that there may be something wrong with your current file.

I'll try that.
> 
> I'm not sure how to interpret the non-zero netstatus value you reported.
> It appears to be for Citibank rather than Schwab; but perhaps the Citibank
> problem is interfering with the Schwab download. When you do a One
> Step Update, does Citibank appear before Schwab in the list of
> financial institutions in the download? I don't know how many financial
> institutions are included in your OSU's, but perhaps you can try an OSU
> without Citibank selected.
> 
Yes, Citi does run before Schwab.  I tried it but there were no new 
transactions for Schwab today anyway.  I'll try tomorrow.

> Otherwise:
> 
> You can try logging out of Quicken, then logging back in as the same user.
> Preferences > Quicken ID and Cloud accounts > Sign in as a different user.

Done.  We'll see what happens tomorrow.
> 
> You can try resetting your Quicken Cloud data:
> Preferences > Mobile & Web > Reset your cloud data.
> That should require you to re-Activate ALL your accounts for
> downloading; you can use the same Add Account process
> you used before to do that.  

The "Reset your cloud data" link is not working.  When I click it 
nothing happens.  I had "sync" turned off so maybe there was nothing to 
reset?
> 
> If you have any other Quicken files (.QDF files) lying around,
> you might try deleting their cloud files.
> In your current Quicken file:
> Preferences > Mobile & Web > Sync=ON, then close Preferences.
> Preferences > Quicken ID and Cloud Accounts >
> Cloud accounts associated with this Quicken ID.
> You'll then see a list of all your Quicken Cloud files
> (one for each of your Quicken files): you can select and
> delete them one-by-one. [The file with the asterisk is
> the file you currently have open, and you can't delete
> the cloud file for the currently-open Quicken file.]

Done.
> 
> If you ever need to use any of those other files whose
> Cloud files you deleted, you will have to re-Activate
> downloads in them.
> 
> If nothing helps, I would report the problem to Quicken.
> Help > Report a problem.
> I would plan to send them your data file and all your log files.
> (As indicated in the report-a-problem dialog,
> your data file will be "sanitized" to remove sensitive information).
> Don't expect any response from Quicken, but if there is an
> underlying Quicken issue (or possibly a Schwab issue), Quicken
> can use the info you send them to do whatever they can to
> rectify the problem. You may never know what, if anything, they did.

Thank you VERY much for your time and help.  I really do appreciate it.