Unknown account type / issues adding accounts

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I'm having issues after I upgraded to Quicken for Windows 2018 (Deluxe). Actually I have always had issues periodically with quicken and my accounts syncing properly. The issue is that after my data was converted over from my quicken 2015 (windows) (actually running a mac with paralles desktop with windows 10 because quicken for mac does not support my bank), I now try to add accounts from my online banking and I get the screen that says the accounts have an un-recognized type and they get ignored. When I try a blank slate quicken file and re-add them they get added just fine. I've tried all the typical deactivate all the accounts and re activate them. But the same thing happens it only recognizes about 7 of 10 of the account types and ignores the rest. I've tried all the steps from the quicken help page to look for temp categories or temp accounts with no luck. I hate to start all over again but it seems to be my only option. My bank and Quicken are very temperamental and it is very frustrating. Maybe it's something corrupt in my quicken file, but I have tried to validate and repair the file with no luck there either.
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Lee Christensen

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Sherlock, SuperUser

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If you haven't already, after you deactivate the Online Services of all of the accounts associated with the financial institution, I suggest you verify the financial institution is no longer referenced in the One Step Update Settings window and clear the name of the financial institution name field on the General tab of each account.  Once the financial name has been cleared, you may be able to add the accounts you were having difficulty with.  It is possible you may not be able to link to one or more of the existing registers, if they have an inappropriate type, but you may still be able to move the transactions to a new register (and remove the old register).  Remember, always save a data file backup (Ctrl + B) before making any significant changes.
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Brian Blair

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I'm having the same issue with one bank (right now) - and did clear the financial institution after deactivating all the accounts for that bank.   File as been validated.  Re-Added all the accounts, shows it's connecting but no new transactions are added and the account balance is not updated.   
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Sherlock, SuperUser

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@Brian Blair: I suspect your issue may be different.  If you want to receive help from this community, I suggest you post your own query.
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Arctic Hare (H&B 2018 Canadian), SuperUser

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Which Financial institution is the problem with?
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Brian Blair

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Local Bank - Prospect Bank (name was changed last year), but it is still looked up as Edgar County Bank & Trust.   Was working just fine until I upgraded to 2018 from 2017, then my primary account stopped working last week, so I reset all of them (Have 5 checking and 10 savings accounts - 7 kids).   Now it acts like its working but nothing downloads.


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Brian Blair

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I'm going to create a new file and see if I can get it to work.   Don't really want to scrap my existing file because I have a LOT of accounts that would take me a day to set back up.


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Arctic Hare (H&B 2018 Canadian), SuperUser

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@Brian: try the process I provided. It usually resolves the Unknown Type issue you have encountered.
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Arctic Hare (H&B 2018 Canadian), SuperUser

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The Reset feature doesn’t work properly with many financial institutions.
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Scarletlocs

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I am having the same issues I am new to quicken my 3 days in with 2018. I have tried to explain to quicken, something us wrong in the updates the account where there and then I went back and they don’t existing. Come on... whose fixing the issue.
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Sherlock, SuperUser

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@Scarletlocs: I suspect your issue may be different.  If you want to receive help from this community, I suggest you post your own query.
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Scarletlocs

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Where do you suggest I post my own query.? I am having the same issues. I added my bank account and I get the message that says UNKNOWN TYPE. How can that be seeing the bank info was working the day I bought the software which was Friday 2/9. Point me in the right direction so I can post my own query.
(Edited)
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Sherlock, SuperUser

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Where do you suggest I post my own query.?
If you haven't already, I suggest you review: https://getsatisfaction.com/quickencommunity/topics/quicken-community-tips-and-tricks
(Edited)
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Arctic Hare (H&B 2018 Canadian), SuperUser

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@Scarletlocs: I posted (below) a procedure that usually resolves the Unknown Type issue with Express Web Setup.
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Scarletlocs

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Thank you... 
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Arctic Hare (H&B 2018 Canadian), SuperUser

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@Lee_Christensen: In most cases, the Unknown Type problem can be fixed by executing the procedure below... you've already completed the diagnostic test, which is the first part of the process.


To start, as a diagnostic test, create a new Quicken file and try to set up your Express Web Connect downloads in the newly created file. If you can successfully download via EWC into the new file (and maintain the correct currency setting for all affected accounts), then deactivate the online connections in the test file and go back to your old/original file and complete the following procedure, being careful to follow it exactly and not skip any steps. If you were able to download into the new file, executing the following procedure will likely resolve your downloading issues. 

  1. Create a copy of your data file using File-->File Operations --> Copy;
  2. Open the newly created copy;
  3. Go into Tools-->Account List
  4. For all active Express Web Connect (EWC) connections, including Hidden accounts, click on Edit then click on the Online Services tab. Then click "Deactivate". Before closing each Account Details dialogue box, delete the financial institution name and account number from the General tab. Note: you do not have to deactivate Direct Connect or Web Connect connections; leave those activated.
  5. Once you are done deactivating all EWC connections, go to Tools-->Online_Centre and hold down CTRL + SHFT while you click on UPDATE/SEND button or the "UPDATE ACCOUNTS" button (it is labelled differently between versions). [Note: some users cannot complete this step because they have an EWC LINKed mortgage account that can't be deactivated. If this applies to you, contact Quicken tech support for a method to deactivate the EWC connected mortgage]. Quicken should offer to perform a CC Reset. Proceed with performing the CC Reset.
  6. Close Quicken [don't skip this step]
  7. Re-open Quicken
  8. Create a copy of your data file using File Operations --> Copy;
  9. Open the newly created copy;
  10. Perform a file validate: File_Operations-->Validate&Repair-->Validate_File-->OK; if this first validate finds an account error, referencing an account with a name similar to "ACCT_24" or "ACCT_2c" or anything starting with "TEMP", which don't appear in your account list or category list, then the validate process is flushing out the corruption causing the unknown account type in EWC setup.
  11. Perform another file copy again using File Operations --> Copy;
  12. Again, open the newly created file.
  13. Validate the file again; if this second validate finds a problem with a category, which wasn't found on the first validate then you are continuing the process of flushing out the corruption causing the "Unknown Type" in the EWC setup.
  14. Perform another file copy again using File Operations --> Copy;
  15. Again, open the newly created file.
  16. Validate the file again; typically, there will be no error found this time, but if you do find another account error, repeat the cycle until no account or category issues are found.
  17. Go to Account list, click on Edit for one of the files for which you want to re-setup Express Web Connect, Click on the Online_Services tab, click Setup and follow the instructions.
  18. When you get to the dialogue box where you can ADD, LINK, or IGNORE accounts, be certain that you LINK the accounts. It is critical that you pick the LINK account from the pick list even if Quicken appears to have proposed the correct link automatically. Don't just accept the auto LINK.
  19. Once the setup process completes, you'll probably be back up and running
  20. You may have duplicate transactions, which you can accept into the register (if not accepting automatically) and delete
Please post back with detailed results.
(Edited)
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Lee Christensen

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Thank you for the detailed response, here is how things turned out for me.

Following your procedure I found a few things:
1 - Step 5 where it says to hold down ctrl + shift while pressing the update / send button, it didn't do anything. I'm using a Mac with parallels desktop so I'm wondering if the button mapping is not right?? What is the expected behavior when you press ctrl + shift and press the update/send button? Also I think there was a financial institution drop down that was blanked out on that same page as update/send, I assume this is correct to leave it that way?

2 - When I did the file validation it did find two transactions that were categorized or referenced accounts that were deleted. So I went in and cleared the category field. The next validation was clean.

I was able to get all of the accounts to link back up for my FIRST login. The odd thing is that there is one loan account that does not show up at all. Previously quicken treated it as if it was a paid off account, which it is not, it's an active account just like my other loans. Not a big deal that I can't get it added as I have all the important ones working again.

My second login I tried on a brand new quicken workbook and it added everything just fine. But when I go to my working workbook and then to the account list and activate online services for this second login / account I get the same behavior as before where it says the account types from the second login are unknown still.

A few notes about what I did for categories.. I deleted all the categories and added my own custom 13 categories. The 100ish predefined groups and categories are way too complicated for a simple budget and had to sift through. So when I look at the categories list all I see is my 13 categories and then the "transfers" tab lists all the transfers I have done, it looks like I can't delete these transfer categories. It seems like it creates these "categories" when you do account to account transfers. I'm wondering if it has something to do with my custom categories or the transfer categories that it generated??

Thanks in advance for the help!
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Arctic Hare (H&B 2018 Canadian), SuperUser

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You weren't able to complete Step #5 successfully. You need to figure out the keystroke combination for Mac Parallels that will cause Quicken to present a dialogue box that asks if you want to perform a "CC Reset". I vaguely recall that someone has already solved this (keystroke) mystery, but I don't recall the solution. The CC Reset may be an essential element of the solution to your problem. The CC Reset isn't always necessary, but when it is necessary... it is necessary ;-)  Hence my caution regarding skipping steps... and you, unintentionally, skipped a step.

Creating custom categories shouldn't cause issues. You are correct, you can't delete the transfer categories. There is, what you call, a transfer category associated with every account/register and the "transfer category" could only be deleted by deleting the corresponding account/register.

I recommend that you do NOT use the LINKed loan feature. It is problematic.
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Karen Larsen

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You are a hero. I've been trying to find a solution to this problem for a week or so now. Your very concise directions were easy to follow, and by step 13 my file was clean. Everything is up and running and it solved my problem. Thank you!
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Arctic Hare (H&B 2018 Canadian), SuperUser

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Thanks Karen !
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Brian Blair

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Thanks For the instructions Artic Hare.   I did what you suggested and while I didn't have any file errors, it worked.   I just successfully connected the 5 Checking and 10 Savings accounts at one financial institution and am working on setting everything else back up!
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Scott

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These instructions worked for me as well to get accounts sync'ing again after upgrading to 2018 version.  Now, lets see if it stays stable longer than a day.
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Paul Ashby

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Thanks so much for this post.  I was having all kinds of "Ignore" / Unknown Type problems and this detailed explanation walked me right through the fix and corrected all my issues.  Thank a million!!
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Lee Christensen

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So I had everything working as of my last post. Now it's broken again. Is anyone else having constant problems with quicken and their bank? I have no way of telling if it's my bank or quicken (whenever I call the one they blame the other and if I do get any help it's no where as detailed or helpful as what has been posted here on this thread..). I spend more time trying to fix it than actually using quicken. Has anyone found any good alternatives that have the same functionality as quicken with better reliability? I feel like it shouldn't take this much effort to work with a program every time. I've tried Mint, Personal Finance, and Quickbooks online, and they are all garbage. I need something with these Quicken features, like basic checkbook with cash flow (future projections..) and budgeting (with simple or custom categories, the 100 odd categories quicken has is ridiculous, I need 15 buckets MAX. I really don't need anything else. But I must have the forward projections and checkbook transaction matching / reconciling. Any suggestions? I can't deal with this broken program anymore (could be the bank too...). Any thoughts or further suggestions would be greatly appreciated. End Rant. Thanks!
(Edited)
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lablover57

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When I get to #18, I don't get choices from the dropdown. I only have 'ADD'. very frustrated. For 2 weeks, Quicken 2018 worked and then last week, nothing was working,especially after the latest update. 
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Arctic Hare (H&B 2018 Canadian), SuperUser

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@lablover57: ensure that the Financial, Bank Card ID, and Account Number fields on the General tab of the Account Dialogue box are blank for all accounts that you want to set up as EWC before commencing the EWC process.
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ssechsv

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Well, I followed the process above as suggested by Artic Hare but it only worked partway.  Out of 13 accounts, only 3 look correct now. The others are missing big gaps of transactions, between last March and December.  Any other suggestions?
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Arctic Hare (H&B 2018 Canadian), SuperUser

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The process I provided will fix connection issues, including, but not limited to the Unknown Type issue. It does not (magically) increase the range of transactions that any particular FI pushes out through an EWC connection. You will have to use an alternate download and import method (not EWC) to import such long past dates transactions.
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markus1957, SuperUser

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It sounds like it worked as best it can to make the accounts functional again. The history of transactions available for download is often determined by the financial institution (FI) and outside of Quicken's control. There are a couple of methods that might allow going back further in history than initially allowed.

First, is going to the institution's website and looking for a way to download a Quicken qfx file from the missing time period. Again, this feature is controlled by the FI and not Quicken.

Second, (this only works for spending accounts) you can look at a hidden table in Quicken and try setting the DTSTART date back to the beginning of the time period you are missing. You can access that table in Tools>Online Center. Select the FI with missing transactions from the pull-down menu. Then hold the Ctrl key while clicking Contact Info in the menu bar. Select the FI again and click the Reset DTSTART, set the date, then check the box next to that option and the click Update/Send. OSU will launch and request the old dates, but keep in mind the FI just may not make them available. There is also a risk of duplicates being downloaded but they can be handled easier by changing the sort order of the account register to Order Entered.

Trying to get transactions from last March is a big ask. Many FI's offer only 90 days, but a few go pretty far back.
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Arctic Hare (H&B 2018 Canadian), SuperUser

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@Markus: what are “spending” accounts?
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markus1957, SuperUser

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banks and credit cards
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Arctic Hare (H&B 2018 Canadian), SuperUser

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i.e. pretty much anything but loans and investments?
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markus1957, SuperUser

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yep and assets like property
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SFraser

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This reply was created from a merged topic originally titled Unknown type Chase Credit Card.

Version 2018 R6.12 27.1.6.12. Online update has not worked for Chase for some 7 to 10 days. I have reset, deactivated, and attempted to reactivate. I have continued to get Unknown Type for a week or so trying to reactivate.
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DONALD McCUBBIN

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I followed every step in Arctic Hare's procedure and Navy Federal Credit Union still comes back with Unknown Type for all but one NFCU account. Even when I got it working last month, it came back with the same issue 2 weeks ago.
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Arctic Hare (H&B 2018 Canadian), SuperUser

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@Donald: There are a handful of financial institutions that seem to cause no end of problems with Express Web Connect: Capital One, Wells Fargo, and NFCU are among the top five problem FIs. The procedure provided works nearly 100% of the time, but for the few problem FIs, it is either a temporary fix or not a fix at all.

I suggest that your options are to: (i) take the issue up with Quicken tech support and be assertive enough to get it escalated to Tier 2 support; (ii) switch to Direct Connect, if available, or (iii) switch to a different financial institution.
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SFraser

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It is clear there is no professional support being offered by Qucken to paying subscribers. It is also clear that the product is corrupting it's own database. The solution should be a product update delivered by trained software engineers. This could even be an update to the Validate and Repair. Anyone suggesting opening and closing a file 6 times as a solution obviously does not understand how software works.

In the mean time, as long as you don't mind paying for software that obviously has some serious bugs in it. Free up and afternoon. You can export your accounts. Open a new database. Import the accounts. Then spend the rest of your afternoon repeating the online and bill pay setup you did before.

I expect more from a subscription based software. Pushing support to a chat forum is not the same as  taking direct accountability. Do a proper root cause and provide an update. You owe this to your customers.

If you need help, contact me. I've written successful software for many companies.
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Arctic Hare (H&B 2018 Canadian), SuperUser

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In the interest of setting the record straight for others that might read SFraser's post above...
Anyone suggesting opening and closing a file 6 times as a solution obviously does not understand how software works. 
The reason that the provided procedure includes a number of close/re-open cycles is because there is because this is recommended by Quicken tech support. I have inferred that the reason it is recommended by Q tech support is because there is knowledge, suspicion, or speculation that in certain situations that edits that are made in the GUI are cached in memory and my not be written to the data base immediately. Then, if one proceed with the next step, without forcing write out of the cache to the database, the next step uses the wrong information from the database. I haven't even attempted to prove or disprove whether there is a cache write delay that could affect the outcome of the procedure. Instead, I've taken the conservative approach and included that step based on soft assumption that Quicken tech support might have a valid reason for doing this. I would go far as to say, if the software was well written, such a step wouldn't be necessary... but, if the software were flawless, it wouldn't corrupt its own database.... Thus, for the record, that step is not the result of misunderstanding works, but conservative adoption of a practice used by Quicken Support... without verification as to the actual necessity of including that step.

In the mean time, as long as you don't mind paying for software that obviously has some serious bugs in it. Free up and afternoon. You can export your accounts. Open a new database. Import the accounts. Then spend the rest of your afternoon repeating the online and bill pay setup you did before

There is no export/import tool/process that can effectively export and reimport all Quicken features. I speak from experience here as I have salvaged a decades old data file using this process. Neither the QFX format nor the QIF format will export/import all accounts and/or features. While QFX is more robust for banking accounts, it doesn't process investment accounts, for example. In my case, it took about 40 hours to fix the collateral damage that resulted from the export/import cycle. I use a lot of Quicken features, but others users use more than me. So, experience will vary by user... but many users, if not most users won't be well served by the export/import cycle. In select cases this could be a viable solution.

It is also clear that the product is corrupting it's own database. The solution should be a product update delivered by trained software engineers. 

Yes, in my opinion, it is well established that under certain circumstances Quicken corrupts its own database. Most often, these circumstances include use of Express Web Connect, applying product upgrades/updates, and using the mobile sync feature. I expect all users would agree that Quicken should be improving the robustness of the software, and, in the interim, at least building a fix for the issue into the validate function and/or providing a fix-it tool. This has been recommended to Quicken by SuperUsers. I compiled the procedure I've provided above out of desperation because my decades old Quicken file became corrupted with the Unknown Type issue and Quicken tech support couldn't/wouldn't help me overcome the problem. When faced with this issue, Q tech support generally recommends to start a fresh data file. As it stands, the procedure I posted is the only publicly available solution that, in most cases, permanently resolves the Unknown Type (and other EWC) issue(s). Most users and form members are thankful that another user invested the 100 hours of sweat equity to find a fix to a crippling problem that Quicken hasn't yet provided a fix.
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SFraser

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Nice .. Now I realized I have paid for priority support. Hmm... Where's the open support ticket button I paid for? How do you know in a free support chat board that I have paid for support? You didn't even recognize my Quicken credential.
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Quicken Harold, Official Rep

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Hello SFraser, appreciate your question.

Are you calling the toll free number for the phone number that is tied to your Quicken account? You can check this information at http://www.quicken.com/my-account.

Hope this information is helpful.

Respectfully,
~ Quicken Harold.
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SFraser

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So.. .where is my paid updated from 2 weeks ago. Even a response. Is priority support.. we may never answer you?
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markus1957, SuperUser

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Just noticed your issue is with a Chase credit card(s). Chase offers free direct connect downloads for Quicken. Switch to that method and you will not have to deal with the frustrations of Express Web Connect. I've never had an issue with my Chase direct connect download from Chase.
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Walter J. Buzin

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This reply was created from a merged topic originally titled Can't download to Citibank an others at times.

since quicken an intuit separated quicken has been terrible. now i get a message that says unknown type AFTER i had been connected to citibank (costco card) normally. at times other cc cards an banks i have don't download an i have to disconnect an reconnect in order to get them to work. now citibank will only work if i down load from inside the credit card itself. i'm sure i can't be the only one have these problems?? i am running is say's yr/ 2018 quicken deluxe, version r7.5 if anyone has any answers that would help this old man it would be appreciated. thanks
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Nalin

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After how many times repeating the steps (as per step 16) can one assume this is not going to fix the issue? Asking because I have been repeating the steps for quite a few rounds but I keep getting the same issue. Also note that I cant perform a file copy operation. It says "file NOT copied" when I try it. Therefore I have to perform the steps on the same file which I copied initially using "Save as" function. I don't have any issues other than being able to add online billers.

Thank you.
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Arctic Hare (H&B 2018 Canadian), SuperUser

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@Nalin: what version of Quicken are you using? There is a bug in the most recent version of US Quicken that is causing the File Copy feature to not work properly with some people's data files and the result is an error message that says "file NOT copied".
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Nalin

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Thanks a lot Arctic Hare. I am on 2019 R15.18. I spoke to 2 quicken agents but no one could help me with this. Appreciate a lot for the help. FYI, I have been running the repair quite a few times but still I keep getting the the same messages over and over again. I guess the missing link is the file copy? Do you think once that is fixed I will be able to get this sorted?

Thank you
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Arctic Hare (H&B 2018 Canadian), SuperUser

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I strongly suspect you are being affected by the File NOT copied issue with the current US Release. On that point, I suggest you wait for the next release, hoping it fixes that issue. I know for certain that Quicken is actively working on that issue.

I also know that Quicken is looking to obtain additional information from users affected by the file not copied issue. I'm going to flag your issue for a moderator. In addition, I suggest you try the Help-->Report a Problem feature and submit your log files and a sanitized data file with an explanation of the file not copied issue.
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Arctic Hare (H&B 2018 Canadian), SuperUser

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@Nalin: I've sent a message to the moderators about your situation. I hope that one of them reaches out to you to assist in troubleshooting the File NOT Copied error.
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Nalin

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Thank you Arctic Hare. I will try to use the report a problem feature to submit the issue as well.
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markus1957, SuperUser

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In the event Quicken cannot create a fix, you may also want to search for and put aside a backup file created before R15 was released. That file can be restored and updated with an R14 release and then used with the latest release of R15.18.  

Have you tried signing on as a different user in Preferences and signing back in with your same credentials selecting the Use Mobile option?

Adding- before doing sign on as a different user, delete the existing cloud account by creating a new file and while in the new file delete, the cloud account of the problem file.
(Edited)
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Nalin

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Hi markus1957, I have not tried login in as a different user. With the new subscription service, to do this, dont I need to have another paid user profile created with quicken?
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markus1957, SuperUser

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Nalin- No, just sign back in with your existing credentials.
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Quicken Sarah, Official Rep

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Hi Nalin,

I'm sorry to hear that you are receiving an error when attempting to create a copy of your data file using the File > File Operations > Copy pathway.

We are investigating this error and I would like to add your information to the open ticket with Development but unfortunately was not able to locate a "Report a Problem" submission in our system for you.  When you have a moment, please go to the Help menu in Quicken and select "Report a Problem".

In the window that opens, please enter "Attn: Sarah" in the subject line and mark the box for "Sanitized data file" and click Send to Quicken.  Once sent, please just let me know so I can find the report in the system.

Thank you,

Sarah
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Nalin

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Hi Sarah, I have submitted the case as you requested above. Thank you
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Quicken Sarah, Official Rep

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Hi Nalin,

Thank you so much!  I have found the submission and added the sanitized data file to the open ticket and will be back to share updates on this issue as they are received.

Sarah
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Quicken Sarah, Official Rep

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Hi Nalin,

I appreciate your patience while we have been looking into the "File Not Copied" error.  We just started a staged release of the R16.14 release for Quicken Windows 2018/2019 which should include the fix for the file copy error.

If you haven't received an in-product prompt to install this update, please visit https://www.quicken.com/support/update-and-mondo-patch-20182019-release-quicken-windows-subscription... to download and install the Mondo Patch.

Once installed, please let us know if the File Not Copied error continues.

Thank you,

Sarah
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Lee Christensen

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All:

I upgraded to the latest version of quicken several months ago, there seems to be updates every week or so which is great. I also switched back to using it on a windows machine and not on a mac via parallels desktop. And I have not had a single issue, knock on wood..
(Edited)