Dislog Box nnever dismisses & locks up Quicken
Barbara
"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
John Pollard
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
Barbara
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.
> John Pollard- Hide quoted text -
>
> - Show quoted text -
John Pollard
> 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
Barbara
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
John Pollard
> 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.
Don't forget about Quicken's automatic backups. They're in the folder
BACKUP in the same folder where your Quicken data resides ... with names
that have a single digit suffixed to the name of your Quicken data.
Depending on how many auto-backups you told Quicken to keep, they could go
back as far as 9 weeks or longer (depending on how frequently you run
Quicken).
> 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.
Look for the transactions that increase the cash balance; they should
suggest what to do to reduce the cash balance. Are there transfers of
cash into the account, but purchase transactions missing (or entered as
BuyX instead of Buy), for example?
> 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.
Actually, I think you're on the right track here. But you want to correct
the "category" field in the paycheck transactions (in the account where
the paycheck was deposited), so the "transfer" is to the new 401k instead
of the old 401k.
You should be able to "Find" transactions that have a "Category" equal to
the old 401k account (see "Transfers" in the "Find" drop down after you
tell Quicken to "Look in" the "Category" field.
Then tell Quicken to change the Category to the new 401k account (see the
Category drop down for the "Replace" "Category" field).
But to handle the transfer problem, maybe a different sequence of steps
would be better.
1.) Create new 401k account.
2.) Use Find/Replace to change all the paycheck transactions to transfer
to the new 401k account
3.) Export the old 401k to a QIF file
4.) Fix the QIF file and import into the new 401k account.
[Naturally, you are making backups before doing any of this.]
> 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.
I have read of this before; I'm assuming you always had this problem (that
it's not part of your current dilemma). Downloading to investment
accounts can be problematic. You could ask Vanguard about it; even if
they don't have an option to allow downloading Buy instead of BuyX
transactions now, maybe you can encourage them to provide some better way
in the future.
--
John Pollard
Barbara
progress but this is a huge project & way to time consuming. I deleted
the problem account after exporting (qif) all transactions. I then
created a new account. Then did the find replace to get the paycheck
contributions XIn so there was plenty of cash in there before I did a
fresh download from Vanguard of the last 18 months of transactions. It
of course enter large # of placeholders for all the previous yrs of
buys. I also enabled the direct connect with Vanguard& it worked fine.
I then have created yearly qif files from the exported problem
account so I could import them in managable amounts & keep any import
issues that I might have to deal with like the ones described below.
The one yr I imported did all the buy & reinvested dividends
correctly.
But have 2 problems from that. One the decimal place is now farther
out than the 4 so I will have all these little fractional ones to
eventually fix. The one issue with that is it will take days to fix
since ever since upgrading to Quicken 2009 (& R&) it take like 10 sec
each time and various flickering I enter a transaction. This is for
any function not just investments. I am not sure how to fix that. I
tried previously well before this current account problem per the
forums uninstalling & reinstalling the program & the reducing the
hardware acceleration. I never had any of these issues with Q2006 but
was forced to upgrade.
The other problem is that rather than subtract the cost of each share
of the purchases over the year from the cash it created backfilled
cash balancing for each transaction with the correct cash amount.
Again this will take forever to delete them one by one if I could. The
entry information is exacting the same as the ones downloaded from
Vanguard within the last 18 months. In fact I manually deleted one
transaction I imported along with its cash balancing entry & enter a
new buy purchase for the same amount & it created one cash balancing
again. I need t obe able to figure how to efficiently fix it & prevent
it from happening again.
Barbara L
Would deleting the large palceholder from the 11/4 download from
Vanguard.
John Pollard
> Vanguard.
Sorry for the delay in responding; I kept hoping that I'd have a
brainstorm and be able to offer some concrete help, but that doesn't seem
to be happening.
I don't know why you are seeing more decimal places than you had before.
I'm thinking you don't necessarily need to correct each transaction, but
could perhaps make one adjustment for each security ... not really sure
what's going on there.
Slowness could be many things. Just for curiosity, do things go faster,
if you rename QDATA.QPH (that's the price history file for Quicken data
named QDATA)? Quicken will create a new, empty, price history after you
do that, but you can always rename the file back. Sometimes having too
many prices or having some corruption in the QPH file can slow things
down. There are several ways to recover prices if there's something wrong
with your price history file.
As to the backfilled cash adjustments, I'm assuming they're related to
placeholders. I never allow placeholders so I never see those cash
adjustments - and usually I get asked if I want to accept a placeholder,
so all I need to do is refuse the offer. Since I assume you want to have
all the individual transactions correctly entered in your investment
account, there should be no need to have any placeholders.
I would delete any placeholders, then if any transactions remained with
"N/A" for the cash, I'd delete and re-enter those.
--
John Pollard
jkuff
http://www.rockryno.com/quicken/Re-Dislog-Box-nnever-dismisses-locks-up-Quicken-19695-.htm
:
I have EXACTLY the same problem, and it has been driving me
nuts for weeks. This happens with my Vanguard account
(403b). I am using Quicken 2007 Premier (the latest release),
and have been a quicken user for 13+ years. I can't manually
enter anything or even view the transaction register without
going into the infinite loop of asking me to dismiss the dialog.
The only way out is to use Ctrl-Alt-Del to get the task manager
to kill the process. I am very frustrated. This is definitely
a bug in Quicken, and I hope the developers can fix it soon.
Barbara, it is good to finally learn that someone else is
suffering the same problem as me.
-James
-------------------------------------
Barbara wrote:
> Any ideas?
> Thanks for thoughts.
> Barbara L
> On Nov 2, 10:05=A0am, "John Pollard"
> <8plus7...@gmail.com> wrote:
>> 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=
> ll
>> 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=
> n
>> 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=
> o
>> 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
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