Copy your file and Validate
Always make a backup before performing complex procedures. This ensures that you have a "fall-back" file you can use to get back to where you were when you started.
- Go to File > File Operations > Copy (do not choose Year End Copy for this procedure).
- Leave all the settings, including file name and checkboxes, at their default (change nothing on this screen).
- After the Copy is complete, choose to Open New Copy.
- In the New Copy, go to File > File Operations > Validate & Repair > Validate to ensure there are no lingering issues with the data in this file.
- If your issue was with Investment account(s) latency or other data issues with an investment account, be sure to also select Rebuild Lots during this procedure.
- After the Validation process is finished, you will see the Data_Log appear in a Notepad window. This file is a summary of the Validation results.
- Review the Data_Log.txt for messages pertaining to the quality of your data and resolve any that are advised with instructions you should follow.
- If you receive the message "Damaged data block" in the Data_Log after the Validation completes, the file is not repairable. We recommend restoring a backup from prior to the date listed on this message.
- Test your regular procedure(s) to see if the issue you were encountering is now resolved.
Note: Quicken saves a backup copy of this file before you Validate. This file is located in the Validate folder in the same location as your Quicken data file.
If the issue persists
If you are still experiencing issues (such as severe latency that cannot be resolved by the Validate process or other conditions that indicate a data integrity issue) contact Quicken Support for assistance with additional troubleshooting.
If you've recently upgraded to a new version of Quicken
If you have purchased and installed a new version of Quicken and there are issues with your data (such as missing or incorrect totals), there may have been a problem with the conversion. An intermediate version may be needed during the conversion process.
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