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Posted by Han on October 19, 2007, 6:40 am
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> Han,
>
> Have you looked at this link?
>
> http://www.tiaa-cref.org/support/help/features/quicken.html
>
> I found this by searching for Quicken on their website.
>
> Oilcan
>
>>
>>> NoSpam@comcast.net wrote:
>>>> Quicken 2008 Premier
>>>>
>>>> When I upgraded to Quicken 2008, the system encourged me to
>>>> try and
>>>> get the value of my TIAA-CREF units on line. I had forgotten
>>>> these do
>>>> not have a symbol or code like other mutual funds or stocks.
>>>> Quicken
>>>> recognized the error and now I have an error report in the
>>>> "One Step
>>>> Update Summary"
>>>>
>>>> The TIAA CREF account is not int he list of accounts to
>>>> update and
>>>> there is no check mark for the TIAA-CREF units in my Security
>>>> List.
>>>>
>>>> How do I get this error report to go away?
>>>
>>> I can't figure out what you did (and you didn't supply the error
>>> message or error number that you received).
>>>
>>> I have an account with TIAA-CREF and I can download to it and I
>>> have no problem.
>>>
>>> TIAA-CREF only offers Web Connect downloads - which you normally
>>> can't use One Step Update to do (setting aside the possiblity of
>>> Express Web Connect, at least for the moment).
>>>
>>> If you download from TIAA-CREF, they have their own ticker
>>> symbols for their securities (though you don't need a ticker
>>> symbol to save prices for securities). If you download from
>>> TIAA-CREF, their download should supply you with the prices of
>>> their securities; though I believe you can only get prices for
>>> the date you download.
>>>
>>> If you are getting a One Step Update error and it appears to
>>> have something to do with ticker symbols for TIAA-CREF
>>> securities, chances are you have told One Step Update to
>>> download prices for the TIAA-CREF securities. You do that in
>>> One Step Update ... not in your Security List.
>>>
>>> Near the very top of the One Step Update dialog is the choice,
>>> "Download quotes, .....", followed by a link, "Select quotes".
>>> Try clicking "Select Quotes" and making sure the TIAA-CREF
>>> securities are not checked.
>>>
>> Hi John:
>>
>> I like to look at CREF stock units (~$272.85/unit these days). This
>> is the "stock" fund under CREF vaiable annuity accounts at
>> <http://www.tiaa-cref.org/performance/retirement/data/index.html>
>>
>> I have never been able to download thisinto Quicken and must be doing
>> something wrong. I have always manually entered the values (either
>> daily, or by using the download link on the above page and specifying
>> the date range. Is there any guidance you could provide as to how
>> you do a web connect download of CREF using Q2008?
>>
>> --
>> Best regards
>> Han
>> email address is invalid
>
As usual that messes things up by making new accounts and modifying
existing ones with placeholders and what not. Apparently there is no way
to download only new data?
I will keep doing things in the same way as before, just like Guy. My
balances are probably a bit off because of minor errors, but mostly
because the statements have difficulty in identifying the dividend TIAA
pays. That is "hidden" in the difference between the last value and the
current one. I don't know how often I complained to TIAA about this, and
they keep saying they are in the process of upgrading their systems from
multiple disparate bookkeeping programs.
--
Best regards
Han
email address is invalid
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