Dislog Box nnever dismisses & locks up Quicken

Posted by Barbara on November 1, 2009, 10:46 am

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After downloading 401 K Vanguard account in Quicken 09, The dialog box
"Quicken has detected transactions that require additional information
before they can be accepted into your account. To accept these
transactions do the following: 1. Click OK to dismiss the dialog. 2.
Click on Sold or Removal transaction to select it. 3. Click the
accepted button associated with the transaction. A wizard will quide
you through the process."

I click on the OK button and after a while the same dialog message
in reappears. I click it again, and the same message reappears,
etc. I've continued clicking it up to 25x & same thing.

I know what to do if I could actually get to the review the downloaded
transactions.

I cannot do anything else with the program & must close it from the
right click mouse in the task bar. The progam is useless one I chick
on this particular account. I cna reopen Quicken & work on any other
account but not this one.

I have validated & supervalidated. I've been using Quicken for many
yrs & have a long history of tranactions I'd prefer not to lose. How
can I fix this?

Thanks,

Barbara

Posted by John Pollard on November 1, 2009, 11:54 am

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Barbara wrote:

> After downloading 401 K Vanguard account in Quicken 09, The dialog box

> "Quicken has detected transactions that require additional information

> before they can be accepted into your account. To accept these

> transactions do the following: 1. Click OK to dismiss the dialog. 2.

> Click on Sold or Removal transaction to select it. 3. Click the

> accepted button associated with the transaction. A wizard will quide

> you through the process."

> I click on the OK button and after a while the same dialog message

> in reappears. I click it again, and the same message reappears,

> etc. I've continued clicking it up to 25x & same thing.

> I know what to do if I could actually get to the review the downloaded

> transactions.

> I cannot do anything else with the program & must close it from the

> right click mouse in the task bar. The progam is useless one I chick

> on this particular account. I cna reopen Quicken & work on any other

> account but not this one.

> I have validated & supervalidated. I've been using Quicken for many

> yrs & have a long history of tranactions I'd prefer not to lose. How

> can I fix this?

Are you using the most current release (R7) of Q2009?

A couple of thoughts:

1.) What if you manually enter the Sell transactions before you download?
Will Quicken then allow an Accept All without requiring you to specify the
lots being sold, since the download Sell transactions should "Match" your
manually entered Sell transactions?

2.) If #1 doesn't help, what happens if you rename QDATA.QPH (where QDATA
is the name of your Quicken data; and the QPH file is your security price
history) before you download? If it doesn't help, delete the "new" QPH
file and rename back. If it does help, there are ways to recover most, if
not all, prices.

3.) If nothing else helps, what happens if you create a New Quicken file;
setup a Vanguard 401k account in the New file, put in dummy Buy
transactions so the account holds enough shares of the securities being
sold, so the Sell transactions won't be short sells; and try downloading
to that New file. It that download succeeds, you may have data corruption
that Validate can't fix. For that, you could try creating a new 401k
account in your regular Quicken file, and use QIF file export/import to
move the data to that new Quicken account (or possibly even use "Shares
transferred between accounts" for the purpose).

4.) If nothing about the data seems to be involved, perhaps you have a
corrupted installation; you could try a reinstall for that.

--

John Pollard

Posted by Barbara on November 2, 2009, 11:58 am

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Thanks for the suggestions.

I forgot to mention I am using the R7. I also had previously
uninstalled & successully reinstalled Quicken 2009 nd successfully had
been using it with the data file prior to having this problem which
has been going on about 2 weeks now. I done daily download & been
using the program fine as long as I don't click on that one (of 8
accounts) vanguard with the downloaded transactions flag. Once I click
on that I cannot do anything except click on the dialog box so I can't
try option #1. Would going to Quicken Premier 10 help at all?

I tried option #2 & that didn't do anything since still stuck once I
enter that act.

Options #3 & 4 are more time consuming. & still have to try them.

> Barbara wrote:

> > After downloading 401 K Vanguard account in Quicken 09, The dialog box

> > "Quicken has detected transactions that require additional information

> > before they can be accepted into your account. To accept these

> > transactions do the following: 1. Click OK to dismiss the dialog. 2.

> > Click on Sold or Removal transaction to select it. 3. Click the

> > accepted button associated with the transaction. A wizard will quide

> > you through the process."

> > I click on the OK button and after a while the same dialog message

> > in reappears. I click it again, and the same message reappears,

> > etc. I've continued clicking it up to 25x & same thing.

> > I know what to do if I could actually get to the review the downloaded

> > transactions.

> > I cannot do anything else with the program & must close it from the

> > right click mouse =A0in the task bar. The progam is useless one I chick

> > on this particular account. I cna reopen Quicken & work on any other

> > account but not this one.

> > I have validated & supervalidated. I've been using Quicken for many

> > yrs & have a long history of tranactions I'd prefer not to lose. How

> > can I fix this?

> Are you using the most current release (R7) of Q2009?

> A couple of thoughts:

> 1.) What if you manually enter the Sell transactions before you download?

> Will Quicken then allow an Accept All without requiring you to specify th=

> lots being sold, since the download Sell transactions should "Match" your

> manually entered Sell transactions?

> 2.) If #1 doesn't help, what happens if you rename QDATA.QPH (where QDATA

> is the name of your Quicken data; and the QPH file is your security price

> history) before you download? =A0If it doesn't help, delete the "new" QPH

> file and rename back. =A0If it does help, there are ways to recover most,=

> not all, prices.

> 3.) If nothing else helps, what happens if you create a New Quicken file;

> setup a Vanguard 401k account in the New file, put in dummy Buy

> transactions so the account holds enough shares of the securities being

> sold, so the Sell transactions won't be short sells; and try downloading

> to that New file. =A0It that download succeeds, you may have data corrupt=

ion

> that Validate can't fix. =A0For that, you could try creating a new 401k

> account in your regular Quicken file, and use QIF file export/import to

> move the data to that new Quicken account (or possibly even use "Shares

> transferred between accounts" for the purpose).

> 4.) If nothing about the data seems to be involved, perhaps you have a

> corrupted installation; you could try a reinstall for that.

> --

> John Pollard- Hide quoted text -

> - Show quoted text -

Posted by John Pollard on November 2, 2009, 1:05 pm

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Barbara wrote:

> I forgot to mention I am using the R7. I also had previously

> uninstalled & successully reinstalled Quicken 2009 nd successfully had

> been using it with the data file prior to having this problem which

> has been going on about 2 weeks now. I done daily download & been

> using the program fine as long as I don't click on that one (of 8

> accounts) vanguard with the downloaded transactions flag.

> Once I click

> on that I cannot do anything except click on the dialog box

> so I can't try option #1.

I'm sorry, my first post should have suggested that you could revert to a
backup from before the Vanguard download. There you could enter the Sell
transactions manually before doing the download. I think this is probably
the best approach (assuming the problem isn't a corrupted installation).
[Transactions downloaded to accounts since the backup would download again
to the restored backup.]

> Would going to Quicken Premier 10 help at all?

It's possible, but I wouldn't count on it.

> I tried option #2 & that didn't do anything since still stuck once I

> enter that act.

> Options #3 & 4 are more time consuming. & still have to try them.

If you can't revert to a backup, you could use a variation on option #3 to
try to get Sell transactions into your Vanguard account for Quicken to
match the downloaded transactions to. Though I have a feeling that you
probably need to get those transactions in Quicken before Quicken gets
into the endless loop.

Assuming you know just what Sell transactions Quicken is trying to
process, you could manually enter only those Sell transactions in a New
Quicken file; export those transactions to a QIF file, then follow the
instructions in the link below to import the QIF file into your existing
Quicken data.

https://qlc.intuit.com/post/show_post_full_view/dQMNaWtX4r3OK1acfArQA8

--

John Pollard

Posted by Barbara on November 3, 2009, 12:23 pm

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I think things are somehow messed up in that account. I'm not having
much luck with a backup since they are all after I began having the
problem. I kinda hoped it might go away.

I've trying to figure out the best, easiest way to recreate the 401K
account. On a data file copy I tried doing download of the last 18
month into a new 401k account. Then having to go back to get the buy
info for all the shares up to that point.

I have 2 problems in how to do that. I did a qif export of the
"problem" act which doesn't have the transactions to review in it &
then exported it into the new 401k. But I ended up with a huge cash
balance that I need to correct but not sure how.

I have for yrs have the 401k employee contributions & employer match
automatically transferred out of the paycheck deposited into my cking
act. When I import the qif into the new 401k is then enters new
uncleared transferred transactions into the cking act along with
duplicate cash balancing transactions for date before I started the
paycheck transfers.

The only way I can figure to correct them is individually which is way
too time consuming with the 2000 of them. I tried using the Find &
replace but there isn't one for replacing the account.

The fresh Vanhguard download treats all these (7 funds/pay period 2x a
month) as buyX rather than buy so again I have to go in to
individually correct them.

Any ideas?

Thanks for thoughts.

Barbara L

> Barbara wrote:

> > I forgot to mention I am using the R7. I also had previously

> > uninstalled & successully reinstalled Quicken 2009 nd successfully had

> > been using it with the data file prior to having this problem which

> > has been going on about 2 weeks now. I done daily download & been

> > using the program fine as long as I don't click on that one (of 8

> > accounts) vanguard with the downloaded transactions flag.

> > Once I click

> > on that I cannot do anything except click on the dialog box

> > so I can't try option #1.

> I'm sorry, my first post should have suggested that you could revert to a

> backup from before the Vanguard download. =A0There you could enter the Se=

> transactions manually before doing the download. =A0I think this is proba=

bly

> the best approach (assuming the problem isn't a corrupted installation).

> [Transactions downloaded to accounts since the backup would download agai=

> to the restored backup.]

> > Would going to Quicken Premier 10 help at all?

> It's possible, but I wouldn't count on it.

> > I tried option #2 & that didn't do anything since still stuck once I

> > enter that act.

> > Options #3 & 4 are more time consuming. & still have to try them.

> If you can't revert to a backup, you could use a variation on option #3 t=

> try to get Sell transactions into your Vanguard account for Quicken to

> match the downloaded transactions to. =A0Though I have a feeling that you

> probably need to get those transactions in Quicken before Quicken gets

> into the endless loop.

> Assuming you know just what Sell transactions Quicken is trying to

> process, you could manually enter only those Sell transactions in a New

> Quicken file; export those transactions to a QIF file, then follow the

> instructions in the link below to import the QIF file into your existing

> Quicken data.

> https://qlc.intuit.com/post/show_post_full_view/dQMNaWtX4r3OK1acfArQA8

> --

> John Pollard