9/23/2019 Quicken For Mac 2007 File Management
Technical FAQs—Downloading transactions to Quicken for Macintosh You can download and export up to 18 months of Vanguard transaction history into Quicken. After you download your data, your operating system should automatically recognize the file and import it directly into your Quicken records. The Quicken software will compare the new download with older information to record only new transactions and eliminate any duplicates. This service will work for Quicken for Mac 2007 and Quicken for Mac 2015-2016.
Quicken Essentials for Mac is Macintosh version of popular Quicken personal finance management software. It contains almost all features of Quicken for Windows. Quicken financial software helps you track, plan and manage your finances and assets — from basic budgeting and bill paying to complex investing to cataloging your belongings. Quicken 2019 for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken 2019 for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity.
Vanguard cannot provide technical support for Quicken. For technical assistance, we recommend visiting. For general questions about downloading transaction information from Vanguard.com, call Vanguard at 888-353-0547. Back up your transaction data We strongly recommend backing up your transaction data before making any changes:. Click the File menu, then choose Back Up, then click To Disk. Choose a location to back up your file, then click Back Up.
Quicken will display a message that the file was backed up successfully. Quicken service upgrade instructions: We're upgrading our transaction download service. If you use Quicken, you'll need to deactivate and then reactivate your account, which will enable you to modify your settings to ensure the smooth transition of data. Follow the instructions below on or after September 10, 2014.
After you've reactivated your account, please review your downloaded transactions to ensure that none are missing or duplicated. If you have any questions or need help, call us at 888-353-0547. Frequently asked questions about Quicken What types of accounts can I download my transactions for? You can download transactions for these Vanguard account types:.
Personal nonretirement accounts such as individual, joint, and trust accounts. Personal retirement accounts such as traditional IRAs, Roth IRAs, and rollover IRAs.
Employer-sponsored retirement plans such as 401(k), 403(b), and some types of pension plan accounts. (Please note that these accounts cannot be downloaded into Quicken Basic because of restrictions within the software.). Vanguard Brokerage Services® accounts.
You cannot download transactions for these account types:. Vanguard 529 accounts. How do I use Quicken's Direct Connect? Direct Connect lets you download Vanguard transactions directly into Quicken without logging on to Vanguard.com. Remember:. Always back up your Quicken data file before downloading your transaction data. Or see your Quicken Help files.
Direct Connect downloads all Vanguard mutual funds with the same account number into a single Quicken account. To download transactions into separate Quicken accounts, use the Web Connect download through Vanguard.com. See for more information. On your first download, Quicken will download the last 18 months' worth of transactions.
Subsequent downloads will only include new transactions. Only accounts that display in your Customize this page view will download. To hide an account or display a missing account, use the link on the Balances & holdings page that says 'Customize this page.' New accounts for Quicken for Mac 2015 and 2016. Select the File menu in Quicken, then New.
Choose a name for the file and enter it in the Save As field, then click Save. Select the Create a new account icon at the lower left. Scroll down until you find Investments, then select Brokerage. Type Vanguard into the Search field, select Vanguard then click Continue. Current accounts for Quicken for Mac 2015 and 2016. Select the Accounts menu in Quicken, then New.
Select Investments, then click Brokerage. Type Vanguard into the Search field, select Vanguard then click Continue. Type in your Vanguard User name and Password, then press Continue. Under Accounts Found, any new account has an Add action selected. Verify which accounts you would like to add, then select Continue.
Select Finish. New Accounts for Quicken for Mac 2007.
Select the File menu, then click the New option, followed by Account. Select Vanguard from the Institution list, then click Continue. Type in your Vanguard User name and Password, then press Continue. Choose the account(s) you want to enable from the dropdown menu and click OK.
Click OK again when the process is complete. Existing accounts in Quicken for Mac 2007. To set up new accounts in your file:.
Select the File menu, then click the New option, followed by Account. Select Vanguard from the Institution list, then click Continue. Type in your Vanguard User name and Password, then press Continue. Choose the account(s) you want to enable from the dropdown menu and click OK.
Click OK again when the process is complete. After setting up your accounts, you'll need to download transactions using the One Step Update process:. Click the One Step button in the Quicken toolbar. Enter your PIN (Vanguard.com password) for each Vanguard user name you're downloading and click Update Now. Click OK when the download completes. To view and accept the transactions, click the Online menu and choose Download Transactions. Accounts with transactions that need to be accepted will have a dot next to their name.
Note: Your account balance may show with a higher or lower value than on Vanguard's website. See for more information. How do I switch to Quicken's Direct Connect?
Note: Backing out of changes in Quicken can be difficult. We recommend, therefore, that you before downloading transactions. If you've been downloading account information from Vanguard.com using the Quicken Web Connect process and you want to switch to Direct Connect:. Choose the Lists menu in Quicken, then choose Accounts. Click the account you wish to change to Web Connect. Click Edit.
Change the Download Transactions menu from via website to not enabled. Click OK when prompted that you're about to disable online services. (You do not need to contact Vanguard.). Click OK. Click the same account you just disabled in the Accounts window, then click Edit. Change the Download Transactions menu from not enabled to using Direct Connect. (If you're unable to select Direct Connect, click Cancel and.).
Delete the existing Customer ID (all zeroes) and enter your Vanguard user name as the Customer ID. After setting up your accounts, you'll need to download transactions using the One Step Update process:. Click the One Step button in the Quicken toolbar. Enter your PIN (Vanguard.com password) for each Vanguard user name you're downloading and click Update Now. Click OK when the download completes. To view and accept the transactions, click the Online menu and choose Download Transactions. Accounts with transactions that need to be accepted will have a dot next to their name.
Note: Your account balance may show with a higher or lower value than on Vanguard's website. See for more information.
I don't see Vanguard listed within Direct Connect. What should I do?
Update your financial institution list:. Launch Quicken. Click the Online menu and choose Financial Institutions. Click Update List in the financial institutions window.
Quicken will connect to Intuit's servers and download an up-to-date list. Check to make sure that Vanguard displays in the list. If it does, you're able to set up Direct Connect downloads. How do I use Quicken's Web Connect through Vanguard.com (personal investors)? Note: Backing out of changes in Quicken can be difficult. We recommend, therefore, that you before downloading transactions. You can download your transactions into Quicken for Mac 2007 from our website using the Web Connect feature available on Vanguard.com.
To download the transactions:. Log on to Vanguard.com, click Balances & holdings, then click the download icon near the top of the page. Select either Download all funds into a single Quicken or Money account or Download each fund into separate Quicken or Money accounts.
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Choose a date range. The system defaults to 18 months.
Uncheck any accounts you do not wish to download. Click Download to Quicken. An OFX file containing your transaction data will download to your desktop. Double-click the file on your desktop to open it in Quicken. Choose the Quicken account into which you'll import the data. If you have not created an account previously, choose Create a New Account.
If you choose this option, you'll need to know the account balance 18 months prior in order for the account to be accurate. If you've created a Vanguard money market account as a banking account, you'll need to create a new register to download these transactions. Because Vanguard's money market funds are mutual funds, they cannot be downloaded into banking accounts. If prompted, choose the appropriate security from your Security List, or add each new security. To view and accept the transactions, click the Online menu and choose Download Transactions.
Accounts with transactions that need to be accepted will have a bullet next to their name. Note: Your account balance may show with a higher or lower value than on Vanguard's website.
See for more information. How do I use Quicken's Web Connect through Vanguard.com (institutional investors)? Note: Backing out of changes in Quicken can be difficult. We recommend, therefore, that you before downloading transactions. You can download your transactions into Quicken 2007 and higher from our website using the Web Connect feature available on Vanguard.com. To download the transactions, follow the instructions below:. Log on to your Vanguard accounts using your Vanguard.com user name and password.
Click Plan Summary. Click Transaction History. Click the download icon near the top of the page.
Select either Download all funds into a single Quicken or Money account or Download each fund into separate Quicken or Money accounts. Choose a date range. The system defaults to 18 months.
Uncheck any accounts you do not wish to download. Click Download to Quicken. An OFX file containing your transaction data will download to your desktop.
Double-click the file on your desktop to open it in Quicken. Choose the Quicken account into which you'll import the data. If you have not created an account previously, choose Create a New Account. If you choose this option, you'll need to know the account balance 18 months prior in order for the account to be accurate. If you've created a Vanguard money market account as a banking account, you'll need to create a new register to download these transactions. Because Vanguard's money market funds are mutual funds, they cannot be downloaded into banking accounts. If prompted, choose the appropriate security from your Security List, or add each new security.
To view and accept the transactions, click the Online menu and choose Download Transactions. Accounts with transactions that need to be accepted will have a bullet next to their name. Note: Your account balance may show with a higher or lower value than on Vanguard's website. See for more information.
What are my user name and password for Quicken? Your vanguard.com user name is your user name. Your vanguard.com web password is your password. What's the difference between 'Download all funds into a single Quicken account' and 'Download each fund into separate Quicken accounts'? The following information applies only to Vanguard mutual fund accounts.
All securities held in Vanguard Brokerage Services or employer plan accounts will download into a single Quicken account whether you choose Web Connect or Direct Connect. Download all funds into a single Quicken account. This option groups accounts by Vanguard account number, so that a single Quicken account holds two or more Vanguard funds in aggregate (similar to the way a brokerage account operates).
This is the most popular option with our users, as it allows them to group all their funds. This choice is available whether you download transaction information from within Quicken (Direct Connect) or through Vanguard.com (Web Connect). Download each fund in separate Quicken accounts. This option treats each Vanguard mutual fund as a separate Quicken account. This choice is available only if you use Web Connect (by first logging in to Vanguard.com) to download to Quicken. Will upgrading to a Vanguard Brokerage Account affect how my transactions import into Quicken?
What if I open a new Vanguard Brokerage Account?. New accounts. If you‘re opening a new Vanguard Brokerage Account, there will be no changes to how your transactions import into Quicken.
Existing account with only a money market settlement fund. If you’re upgrading to a Vanguard Brokerage Account that only includes a money market settlement fund, all transactions after the date of the upgrade will be imported into Quicken under the fund’s new account number. All transactions prior to the date of the upgrade will be imported into Quicken under the old fund’s account number. And you’ll still be able to access your complete transaction history at. Existing accounts with Vanguard mutual funds. If you either transferred your existing mutual funds into a new Vanguard Brokerage Account or upgraded to a Vanguard Brokerage Account, all transactions after the date of the upgrade will be imported into Quicken under your fund’s new account number(s). All transactions prior to the date of the upgrade will be imported into Quicken under your old fund’s old account number(s).
And you’ll still be able to access your complete transaction history at Why doesn't my balance match what's shown on vanguard.com? Three scenarios can cause the balance of your account to differ:. Incorrect cash balance. All Vanguard accounts will not carry a cash balance at all times. As soon as your investments funds are received, we immediately purchase mutual fund shares with your investment. Therefore, the cash balance of your account registers in Quicken should remain at zero between transactions.
See your software's Help files for instructions. Incorrect share balance. If the number of shares and price per share are correct, the ending market value of your accounts should match your Vanguard balance. If the number of shares is incorrect, download the latest transactions from your account.
If you've just created a new account and downloaded for the first time, enter the account balance as of the day before the first transaction downloaded. If you've recently downloaded transactions and entered your starting balance, compare your account history in Quicken with the account history provided on vanguard.com to identify and correct any discrepancies. You can see your share balance in Quicken by clicking the Activities menu and then choosing Portfolio. Incorrect share price.
When you download your recent transactions from vanguard.com, we provide the value of the funds as of the day of the download. We do not update the share prices for funds that have no current holdings. If you do not download transactions for a specific fund, you may need to download the current share price for the fund through Quicken. See your software's Help files for instructions on downloading quotes for securities. Note: Vanguard provides price information during a transaction download; however, Quicken may override our information with quotes it receives internally. Quicken downloads market data via S&P Comstock, through its relationship with Intuit.
Vanguard cannot guarantee the accuracy of price information downloaded through Quicken. I'm receiving an OL-295-A or OL-297-A error when downloading to Quicken. What should I do? We recommend disabling online access to your accounts, then re-enabling access, to resolve these issues. First, then disable access to your account:.
Navigate to the account you wish to disable. Click the Tools tab and click on Account List. Click Edit next to the account you want to deactivate. Click Online Services.
Click Remove from One Step Update. Choose Yes to deactivate this service. Click OK to indicate you read the warning stating you must contact your financial institution when deleting setup information for an online account.
(This is a generic message. You do not need to contact Vanguard.). Click OK to close the Account Details window. We recommend that you deactivate all accounts from Vanguard before reactivating any of the accounts.
To reactivate an account,. Can I download Vanguard money market information into a Quicken money market account? Vanguard money market funds are mutual funds, just like our stock, bond, and balanced funds. Because Quicken treats money market accounts as investments rather than as banking accounts, you will need to download Vanguard money market mutual funds into an investment account. Quicken does not provide the ability to change a banking account into an investment account. We recommend creating a new investment account for any Vanguard funds listed in a banking account.
Note: You may add a linked checking account to the investment register you use to track money market funds, particularly if you also use Vanguard's checkwriting service. For more information, see the Help files provided within Quicken.
Can I download Vanguard money market information into a Quicken money market account? Vanguard money market funds are mutual funds, just like our stock, bond, and balanced funds.
Because Quicken treats money market accounts as investments rather than banking accounts, you'll need to download Vanguard money market mutual funds into an investment account. Quicken does not provide the ability to change a banking account into an investment account. We recommend creating a new investment account for any Vanguard funds listed in a banking account. What happens to my transaction data if I convert to Admiral™ Shares? Because Vanguard treats the conversion as a nontaxable event, there will be no associated capital gains or losses.
If you choose to download the transactions, they'll automatically appear in the associated accounts, depending on how you track your Vanguard accounts in Quicken. If you track them by account number only, they'll appear as new funds in the accounts and Quicken will prompt you to add them to the security list. If you track them by fund and account number, you'll have to create a new account in Quicken to track the Admiral Shares account. Your Investor Share account balance will be reduced to zero. The corporate acquisition (stock-for-stock) transaction will handle a class conversion and maintain an accurate cost basis for the new share class. To enter the conversion manually:. Open the investment account in question from the account list.
Click Gear at the bottom right-hand corner, then Open Investment Actions List. In the Open Investment Actions List, choose Corporate Acquisition under the Advanced header. Complete the form using the following information:. Company acquired—Enter your original share class.
Acquiring company—Enter your new share class. New shares issued per old share—Enter the number of new share class shares received for each original share class share. If you are unsure of the number to enter, please check your Transaction History online or reply to this message. Please specify the date, fund, and account number for your Admiral conversion. Price of the combined company—Enter the closing price of the new share class on the date of conversion.
How do I get help using Quicken? For technical assistance using Quicken, visit. Vanguard cannot provide technical support for this program. Note: Vanguard warrants that all account information on Vanguard.com is accurate.
Vanguard is not responsible, however, for any errors associated with the subsequent use of such information by shareholders, including but not limited to the downloading of such information for use in preparing tax returns or financial-planning packages.
Only a long time Quicken user will empathize with the trauma of having your Quicken data file fail to open. It happened to me this weekend, and after a couple days of experiments, I finally solved the problem. I’m posting this here on the blog because my Google searches on the topic turned up.nothing., and the Intuit boards were useless on this topic.
First, background:. I’m using Quicken 2007 for the Mac, updated with the R2 updater and the R3 Certificate updater.
This is the most recent version. I’ve used Quicken since 1994 to keep track of my expenses and investments. That’s right, this file has 15 years of meticulous data in it. Quicken for the Mac users at some level are masochists. Circa-2000, Intuit decided that the Mac market wasn’t worth supporting, and effectively ended support for the product.
As Steve Jobs brought the Mac back, Intuit brought back support but very little enhancement to the product. Quicken 2007 is largely the same as the Quicken 1999 product, except far more rickety and long in the tooth. OK, so here’s the story:.
About 3-5 weeks ago, when downloading stock quotes, I got a very strange error. It said something like “Unable to create INTC. Security already exists.” (Of course it exists, I’ve been tracking INTC for more than 10 years). About 2 weeks ago, I quit and relaunched Quicken for some reason (my machine tends to stay up for weeks at a time.) On relaunch, all of my “manually entered” stock quotes were gone.
After a brief panic, I restored a file from Time Machine from a week prior, and all was forgotten. Periodically, I received that error when downloading stock quotes. On Friday, I restarted Quicken and got a spinning beach ball. I thought it hung, so I force quit it, and restarted. Spinning beach ball. No worries, right?
I have multiple backups. I use Time Machine to get an older file. Spinning beach ball. No one tweets back. I go to the “Quicken Backup Folder”, which is created automatically in your Documents folder.
I select several of the backups, duplicate them, and try to launch them. Good news, the file from November 12 actually works, but all security prices are missing. Bad news, it’s missing two weeks of data!
A lot of manual re-entry of the last two weeks. Not too bad though. On Saturday, I quit Quicken and relaunch as part of a reboot. Spinning beach ball. Time Machine backups don’t work. I tried five of them from the last three weeks.
Double Uh Oh. The only file that seems to work is that one from November 12. But it gives me an error “Unable to save security”. It works, but is missing all security prices. But it’s missing the two weeks of transactions.
A bit of panic here. I search Intuit boards. I post a question anyway, even though the community on the boards gives me no confidence of ability to help or desire to do so. I delete Quicken 2007 and all preference files, and try to reinstall + updaters. Tweets return nothing, except strange semi-taunts like, “I hate Quicken too.”. Finally, I realize I may have to create a new file, then export/import all the transactions to create a new clean file. Creating the file works.
Trying to export QIF and reimport into the new file leaves totally bizarre numbers and transactions. Seriously, has QIF export ever worked in the past two decades? Will it ever work?. Desperation. I start seriously contemplating doing all my finances in Mint except Mint doesn’t actually support managing accounts without online access that well. I like Mint, but I use it differently than Quicken. Hail Mary.
The Quicken file isn’t really a file, it’s a Mac OS Package. It’s a fancy name for a directory of files that is tagged to act like a single file for the Finder. Looking inside, I find a data file for “Quotes” and a directory for “Quotes Details”. I delete both. I launch Quicken.
No beach ball. Works beautifully. All stock quotes are gone, but a quick click to download quotes fixes that. I manually re-enter the few securities that don’t have ticker symbols.
Everything is wonderful again. So, just to capture some trouble-shooting for you, here is what I saw:. Launching Quicken with the corrupted file led to a spinning beach ball for over 30 minutes. When it did finally load, it gave me an error “Unable to open file”. There was a history of getting errors related to the downloaded stock quotes for securities Solution was:.
Make a duplicate of your Quicken file (always, always have a clean backup). Right-click (or control-click) on the Quicken file.
Select “Show Package Contents” from the Finder. Double-Click on the “Contents Folder”.
Select the “Quotes” file and the “Quotes Details” folder. Drag them to the trash, and empty trash. Relaunch Quicken with the file Thus, I am still a Quicken user, at least for a little while longer. Intuit, if you are reading, please get Quicken 2010 (which has been promised for two years) out the door. And make sure the import from Quicken 2007 files is.
flawless. Thank you for this. My only “problem” was I couldn’t update stock prices without throwing the whole portfolio out of whack even deleting some odd dates didn’t help (that had worked once before). I had been inputting manually, and even that started to “blow up”. I used the “Show Package Contents” information and am now able to download stock prices again!
I’m continuing to work on exporting my 15 years of data to spreadsheets just to be safe and am contemplating starting a new data file and just using my current Quicken for “research”. It’s unfortunate that Intuit abandoned Quicken and the Mac version and it’s unfortunate that the “new” release of 2010 is so limited in how it handles stocks. THANK YOU SO MUCH!!! I only have complete data back to 2000. I kept getting “unable to save price” error messages.
Quicken web site doesn’t even mention that error message. AAn email to Quicken gave a solution to trash Quicken Preferences then do a download of the last five years stock data. Do you think trashing preferences would also some how trash the quotes lists hidden in the package??? I identified with every angst and emotion in your note.
Thanks for a solution and more thanks for showing me “the package” Can’t thank you enough. Thank you, thank you, thank you!!! I also have data dating back to late 1999! I have not been able to create Quick Reports by selecting a category for about a year now. In fact, every time I tried to access Categories, Quicken crashed. Rebuilding the data file by pressing Command + Option + B did not help.
I’ve been walking on eggshells within Quicken for a year now. This evening I trashed the Quotes file as you suggested (I do not have Quotes Detail folder). Now Quicken works like a charm. I can’t thank you enough. Your post appears to be the sole explanation of Quicken’s quirks on the web. Thanks you for shedding some light.
Like you, I use QfM 2007 – R3 since 1994, although I don’t download or save stock quotes. My problems have been similar: Spinning beach ball for no apparent reason, force quit and the message on reopening Quicken is “Unable to load file” not only for the data file but or all of the backups. I too restored a file from Time Machine, opened it successfully, updated the missing information and saved it upon quitting, only to get the exact same “Unable to load file” message.
I trashed all of the Quicken preferences, re-installed and updated Quicken. And got the same result. I even purchased and installed Quicken Essentials, but was still unable to open, much less convert any of the files. I followed your excellent description, trashed the “Quotes” folder (there were no “Quotes Details”), but to no avail. Does anyone out there have any other suggestions: It’s late tax filing time and I’m getting desperate. By the way, I share one copy of Quicken among three users and it still works perfectly in two of the user accounts Fie on Intuit and Quicken; if I see another Intuit product in that Apple Store I think I’ll throw a fit. Thanks, I will try your solution i have spent many months rebuild file that all of a suddent became corrupt that I think i’d be better off using just a plan spread sheet.
My advice People need to be warned of these crashes with a label waning at the point of purchase, on the box, or before purchased on the order forms. I don’;t unstand y the management at quicken don’t read these notes and fix the problems, make it easy to find solutions.
I ‘v e used Quicken since 1998 and I've lost accest to the backl up file with that famous quote”unable to open file, contact quicken support” which I have found to be next to usless. That note should send you to solution, There has to be a better program available that don’t crash as often as quicken. Please excuse me for using your site as a trouble-shooting forum for Quicken for the Mac, but I thought it only fair to Quicken to share the following good news: I’m very happy to report that I received a quick and very timely response to Friday’s e-mail to Quicken Customer Care. Although the procedure did not resolve the problem for the files located on my hard drive, it did restore a backup file brought in from Time Machine, which fortunately required only minimal manual restoration to bring it up to date, once Quicken recognized it and opened it. I’ve cycled the program through several open/close/manual backup cycles, each time restoring a little more information, and I ‘m happy to say (knock on wood) that every thing works as expected, so far. “Thank you for contacting Quicken Customer Care. In this case I would request you to follow the steps mentioned below.
These steps should resolve the Unable to load file error. Hold down the Control key and select the file which you are not able to open and click on “Show Package Contents.”. It will open up box and then open Contents folder. There you will see “Data File”. Again hold down the Control key and select Data File and click on Show Package Contents. And again it will open up the box and open Contents folder.
Again you will see data file. Repeat the process till you do not see “Show Package Contents.”. Once you do not see “Show Package Contents” holding down the Control key then try to open Quicken file and it will open your file. If this does not work then kindly try to open your back up files.
Please open Documents folder and then look for Quicken Back up Folder or Quicken data file folder. Double click on this folder and then you will see your back up files. If the name of your original data file is Qdata.qdfm then name of back up files will be like 1qdata.qdfm, 2qdata.qdfm, 3qdata.qdfm and so on. Kindly try to open the data file with prefix 1. If it opens up fine then please continue with this data file. If not then try other back up files.
If you have any back up on CD or flash drive then kindly try to restore that back up file. You can also contact Chat Support, by visiting this URL – Chat Support is available 24×7. To speak to someone over the phone regarding this issue, you can setup a callback request using the following URL:. Phone support is available from 5AM – 5PM PST, Mon-Fri.
Sincerely, Ravinder Devgan Quicken Customer Care”. I had a similar problem yesterday.
Quicken would “quit unexpectedly” after updating security prices. I restored the file from a backup and exported the security prices. Since things like bonds don’t have ticker symbols, I added symbols like B0001, B0002, etc.
For al of them before exporting the prices. Once I had the price history in a qif file, I deleted “Quotes” and “Quotes Details” as suggested in this blog. After re-opening the file I tried to import the entire qif file with all the price history. That caused the file to “unexpectedly quit” again. I opened the qif file in TextEdit and deleted all but the bond funds. With a clean copy of the Quicken file (without “Quotes” and Quotes Details”) I again imported the prices of just the funds with the temporary ticker symbols I added. That worked fine (and saved me from having to manually enter the price history for all the bonds, etc.).
After that, I downloaded 5 years of security prices and I’m back in business. Adam, thanks for your great blog! Copied the Quote file and folder from a 10-day old known working backup and restored all historical stock quote day. Only have a 6-day gap (discounting two weekends). Now to the question of what caused the problem.
If it was a data-capacity limit problem then that will be a challenge. I’ll be doing a backup of the Quicken data file prior to each use until I have the confidence that this may have been a one-time occurrence (silly me).
Again many thanks for the solution to this problem!! My heart rate is almost back to normal. Unfortunately, it’s a bit of a detective work.
For me, the clue was that it crashed only when I tried to check quotes, and that the security prices were missing. That spoke to something wrong with the way it either stored or accessed quote data. From past experience, I hate to say that losing 3 weeks of data is probably a blessing. Better to start from a working file, do the time, add the transactions back. Otherwise, you risk discovering 6 months from now that you based your efforts on a corrupted file.
I will say that Quicken 2006 automatically backs up the file every time you save. Are you sure you don’t have a more recent file in the Quicken Backups folder?
What I would do is save those off, then one by one try to open them to see when the corruption happened. Time Machine is also a life saver in this regard. Adam thanks a million. Appointment with my accountant tomorrow and I couldn’t create a report – getting a “Unable to get transaction” error. After pinning down which transaction was causing it, I used your technique with a text editor to open the package, then open the data file inside it. I deleted the line that had the Payee at the start of it.
When I opened the file again the transaction was gone but there was some gobbledygook in the next transaction (things like that happen when you attempt to perform surgery with a chainsaw). However, I was then able to clean it up, salvage the file, and print a report. Hope this helps save someone else’s hair.
I’ve got the dreaded unable to open file message. I’ve tried your fix plus the other ones posted on this blog and nothing is working. I’ve got everything in that Quicken file going back 13 years but what I really need is last year’s records so I can start working on my Taxes.
I’m embarrassed to say that I don’t seem to have a backup file any newer than January 2011. I was using TimeMachine but my hard drive kept unmounting. I finally got the drive mounted and there is data on it but TimeMachine doesn’t seem to be able to see it. I am so upset about this and so mad at Intuit for not properly supporting the Mac that I could spit nails, at them! Have you or anyone else reading this blog discovered anything else I can try?
Adam, I can’t thank you enough for your easy, thorough explanation on how to get Quicken to download quotes for my investments. I am using Quicken 2006 with Snow Leopard. I started getting the “Can’t add , security already exists” message. After clicking OK, a third of all my investments were gone and zeroed out. Eventually, the file would not open, even after restarting. I used Time Machine to get a clean file, brought it up to date, applied your procedure and now I am a happy camper again.
Utilizing your simple solution I now have a file with up to date investment quotes, but with no history. My back-up file now includes all investment histories prior to 7/1/2012. Does anybody have any current success or problems with the 2007 Lion application? I came to find this conversation thread over a year ago when I en-counted the dreaded ‘corrupted stock quotes data’ in my Quicken data file and the info on this thread saved my ‘life’. I have a large Quicken data file dating back to 1994 with extensive income, expense, and investment data entered.
I cautiously made the transition from Quicken 2007 on Snow Leopard to the ‘new’ Quicken 2007 on Lion on July 4th (yea it was a slow holiday at home). I first transitioned to the ‘new Quicken 2007’ on Snow Leopard. The first time I opened my Quicken data file with the updated program I again got the ‘corrupted stock quotes data’ error. I deleted the stock data file embedded in the Quicken data file, re-opened the Quicken data file and used the ‘Download 5 year stock quotes history’ feature in Quicken to get at least a 5-year view of my stocks. Two problems I have to live with now, I can not get a net worth view beyond 5-years and I had an annuity investment instrument that I had periodically manually entered the current value. I do have my old Quicken data file and an old eMac still running that I can go back and retrieve monthly values for my annuity and enter into the new Quicken file.
I then updated to the new Lion OS with out problems. So far all’s well. All the income and expense data and reports work fine, the only ‘loss’ is the stock data beyond 5 years. Don’t forget to make a couple of backup copies of your Quicken data file and store it off the Mac you are converting.
Thanks for this article. I have a problem where (during download) Quicken is matching two securities to the same one. I deleted the 5 letter Security ticker for both securities but that hasn’t solved the problem. Does anyone know if deleting the Quotes.icn file will fix my problem. Alternatively, Would the following procedure work: (1) Export all securities and security prices to a QIF file; (2) Delete the offending securities from this file.
(3) Delete the Quotes.icn file; (4) Open Quicken and read in the edited QIF file; (5) Add the offending securities again during download. If so, what format is the QIF file? When I load it in the bash terminal it is clear that it is not using the mac return character because I’m getting it as one continuous line with lots of ^M. So I tried both Excel and Word, which both read it well, but I want to make sure I write out the edited file in the correct format. I eventually found out directly from Intuit tech support that once your actual file gets too big you will start to have serious problems. I think that is what happened to me. No amount of fixing helped.
None of absolutely every trick I found on the internet helped me. I had to start over with a new file which is (by virtue of starting completely over) much smaller and has no problems for now. It was also recommended that on a regular basis that I rebuild the file which I’ve already forgotten the keyboard command for. I hope this helps others. Don’t ever let your file get too big. Of course, no matter how many times I asked, “please define too big”, I never got an answer. Your guess is as good as mine as to exactly how big, too big is.
Thank you for this post. I had this same problem occur to me this same day. I tried with the back up file that I had of my most current file but did not work. I then grabbed a dupe of a back up file from 15 days ago and followed the “cleansing” process AND IT WORKED.
My file BTW is almost 13Mb having info back to the 90s Is that big? I think you all know that one day this program will cease to work or we will not be able to update info anymore. Truly wonder why Quicken does not support new versions of this great program. I’ll hate when that day arrives! Adam Nash EIR @ Greylock Partners. Previously Wealthfront, LinkedIn, eBay, Apple. Inevitably optimistic.
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