Re: Another One Step Update Error - TD Ameritrade (Schwab)

On Tue, 05 Sep 2023 14:29:52 -0700, Ken Blake <[email protected]>
wrote:

>On Tue, 5 Sep 2023 13:08:00 -0700 (PDT), John Pollard
><[email protected]> wrote:
>
>>On Tuesday, September 5, 2023 at 2:55:47?PM UTC-5, John Pollard wrote:
>>
>>> It's not "instead of": it's a question of timing. 
>>> Transfer the holdings to the new Quicken accounts 
>>> before you do the first download to the new Quicken 
>>> accounts - that download will happen at the conclusion 
>>> of the Add Account process. 
>>> 
>>> If you transfer your holdings in Quicken, before you 
>>> activate the new Schwab accounts, it will likely be 
>>> easier to deal with the transactions that Schwab is 
>>> going to download during the Add Account process.
>>
>>You might want to do a trial-run in a New (test) Quicken file.
>>
>>Manually create one Quicken account for each Schwab account. 
>>Initiate the Add Account process for Schwab, 
>>making sure each downloaded Schwab account is Linked to 
>>the correct existing Quicken account.
>>
>>At the conclusion of that process, take note of the transactions 
>>Schwab downloads. Some (perhaps all) of those transactions 
>>will represent the transfer of your holdings from your previous 
>>brokerage to Schwab. 
>>
>>You will not want those transactions when you do the 
>>download to your regular file. Instead you will want the 
>>transactions that Quicken will create when you use the 
>>Quicken "Transfer shares between accounts" pseudo-transaction.
>>
>>Doing the test run should give you a good idea what to expect when 
>>you do the Add Account for real. 
>>
>>You should be able to see just 
>>which Schwab transactions you will want to delete when you do 
>>the Add Account process in your regular file -
>>because your Quicken "Shares transferred between accounts" 
>>pseudo-transaction will transfer your holdings 
>>more accurately/completely than the transactions 
>>Schwab will download.
>
>
>Thanks very much for this and your other two messages I just read. No
>time now, but I'll follow your suggestions tomorrow.

Now I can't do an OSU at all.

I thought I would do an OSU before doing anything. I tried. It
completed one CC account then froze as it was trying to do the others.

I used Task Manager to end task and restarted Quicken, I asked whether
it should install the update it had downloaded. I said yes and it did.
Then I tried an OSU again. It froze again.

I tried deactivating  a TD Ameritrade account. It froze on that too.

I opened the backup file it made before installing the update and
tried again. It froze again.

I rebooted and tried an OSU again. It froze again.

I tried doing a backup. It resulted in the message "File not backed
up."