Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows
Although data integrity problems do happen, often what is thought to be a data integrity problem turns out to be an issue with preferences or misinterpreting the data Quicken is displaying. Before troubleshooting data integrity issues, review your settings and preferences. Also, ensure you are on the latest release of the program.
The Validate process in this article should only be used when experiencing one or more of the following issues:
- Categories or numbers wrongly associated in reports when all report settings are correct.
- Dates missing from reports when all report settings are correct.
- Missing categories or tags.
- Inability to assign categories in split transactions.
- Data file backups that cannot be restored.
- Severe latency with just one account or unexpected data.
If you are not experiencing one of these issues, the steps will not help.
Before proceeding with the Validate steps below
Please note that it may be best to restore a backup from a date prior to when the issue began. Once restored, see if the issues you were experiencing are resolved. If not, try the listed Validate steps with that file.
You can find steps to restore a backup here. You can also restore a backup and Validate if you're not able to open your data file.
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.
Copy your file and Validate
- 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.
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. For more information, click here.