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Subject Author Date
AHA!! Terri 02-14-2008
|--> Re: AHA!! R. C. White02-14-2008
Posted by Terri on February 14, 2008, 10:21 am
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 My brokerage firm goes back to 2003 - so how would I handle this? Is there a
way to specify the date to update (i.e. February 2005, March 2005)



Posted by R. C. White on February 14, 2008, 10:27 am
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 Hi, Terri.

I'm glad you found that, but you really need to continue the prior thread,
rather than start a new one, so that any reader has some context for the
discussion. ;^}

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc@grandecom.net
Microsoft Windows MVP
(Currently running Quicken 2008 Deluxe in Vista Ultimate x64 SP1)

> My brokerage firm goes back to 2003 - so how would I handle this? Is there
> a way to specify the date to update (i.e. February 2005, March 2005)


Posted by Laura on February 14, 2008, 10:29 am
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> My brokerage firm goes back to 2003 - so how would I handle this? Is there
> a way to specify the date to update (i.e. February 2005, March 2005)

I would call your brokerage firms online support number and find out how far
back do they pass data in the downloads. Quicken should detect the last
download and be okay but if they only save data for 90 days then you will
only get a snapshot of your current holdings.

Why not create a new account and see what happens?


Posted by TomYoung on February 14, 2008, 3:31 pm
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> My brokerage firm goes back to 2003 - so how would I handle this? Is there a
> way to specify the date to update (i.e. February 2005, March 2005)

As R.C. White recommended, this post would be better if it was in the
original thread.

To answer your question: If you do a direct connection download
(Quicken connects to the FI) then there's no way to specify date
ranges for downloading. If you do a web connection (you connect to
your FI via your browser) then there MAY be a way to specify date
ranges, but it depends on the FI itself.

Tom Young


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