How To Resolve Temp_ Accounts

Quicken for Windows
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Quicken for Windows 2016
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Temp_ accounts are created when Quicken is unable to process the account data it is receiving from your financial institution. Rather than drop the data, it creates a Temp_ account and populates it with the transaction data it could not properly interpret.

Important: Make sure to create a backup of your data file before continuing with the steps below. 

To resolve this issue:

  1. ​Click File > File Operations > Validate and Repair
  2. Check Validate file 
  3. Click OK. 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
  4. Close Quicken and re-open it then attempt to update your accounts again

If the above steps don't resolve the problem:

If you are still experiencing issues with Temp_ accounts, try these steps:

  1. Deactivate all your accounts by going to Tools > Account List > Edit (next to each account) > Online Services tab, then click Deactivate.
  2. Go to File > File Operations > Copy (don't choose Year End Copy for this procedure).
  3. Leave all the settings, including file name and checkboxes, at their default (change nothing on this screen).
  4. After the Copy is complete, choose to Open New Copy.
  5. In the New Copy, go to File > File Operations > Validate & Repair > Validate file to ensure there are no lingering issues with the data in this file.
  6. When this process is complete, close Quicken and re-open it
  7. Reactivate your accounts by going to Tools > Account List > Edit > Online Services tab, then click Set Up Now 


If the problem persists, Contact Quicken Support.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.