Home Page link  

Adding a new account with same financial institution

 

Quicken Personal Finance Discussions - Quicken - personal finance software discussions

 Post an article  get this group's latest topics as an RSS feed add this group's latest topics to your My MSN content add this group's latest topics to your My Yahoo content  add this group's latest topics to your Google content  YahooMyWeb Yahoo!  Google Google  Windows Live Favorites Windows Live  del.icio.us del.icio.us  digg digg  Add to Netscape Netscape
Subject Author Date
Adding a new account with same financial institution Eric Bloch 12-14-2006
Posted by Eric Bloch on December 14, 2006, 8:25 pm
Please log in for more thread options
: quoted-printable

This is just a note in case somebody else has this situation:

T. Rowe Price, like some other FIs, uses a different account number for =
each fund instead of one account number for everything you have with =
them.

Therefore, using Q'06, when one adds a fund (an account) which uses =
online downloading one must first disable online downloading for all of =
the other accounts from TR Price BEFORE adding the new one.

If you do not do this first then during the process of adding the new =
account, when you are required to associate all account numbers to =
existing or new Q accounts, the process cannot be completed.

One would think that Q programmers would have made the process automatic =
for existing Q accounts that have the FI account numbers in their =
records already.

Eric
------=_NextPart_000_004C_01C71FBD.F051EF50
Content-Type: text/html;
        charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable

<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
<META content=3D"MSHTML 6.00.5730.11" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><FONT face=3D"MS Sans Serif">This is just a note in case somebody =
else has=20
this situation:</FONT></DIV>
<DIV><FONT face=3D"MS Sans Serif"></FONT>&nbsp;</DIV>
<DIV><FONT face=3D"MS Sans Serif">T. Rowe Price, like some other FIs, =
uses a=20
different account number for each fund instead of one account number for =

everything you have with them.</FONT></DIV>
<DIV><FONT face=3D"MS Sans Serif"></FONT>&nbsp;</DIV>
<DIV><FONT face=3D"MS Sans Serif">Therefore, using Q'06, when one adds a =
fund (an=20
account) which uses online downloading one must first disable online =
downloading=20
for all of the other accounts from TR Price BEFORE adding the new=20
one.</FONT></DIV>
<DIV><FONT face=3D"MS Sans Serif"></FONT>&nbsp;</DIV>
<DIV><FONT face=3D"MS Sans Serif">If you do not do this first&nbsp;then =
during the=20
process of adding the new account, when you are required to associate =
all=20
account numbers to existing or new Q accounts, the process cannot be=20
completed.</FONT></DIV>
<DIV><FONT face=3D"MS Sans Serif"></FONT>&nbsp;</DIV>
<DIV><FONT face=3D"MS Sans Serif">One would think that Q programmers =
would have=20
made the process automatic for existing Q accounts that have the FI =
account=20
numbers in their records already.</FONT></DIV>
<DIV><FONT face=3D"MS Sans Serif"></FONT>&nbsp;</DIV>
<DIV><FONT face=3D"MS Sans Serif">Eric</FONT></DIV></BODY></HTML>

------=
Posted by Stewart Berman on December 21, 2006, 12:42 am
Please log in for more thread options
>One would think that Q programmers would have made the process automatic for
existing Q accounts that have the FI account numbers in their records already.

There are a few assumptions in your statement -- all of them provable
false:

1. Intuit cares about their customers and how they use their software.
2. The developers of Quicken actually use the software.
3. Intuit has a QA area/department that tests new versions before
release.



>This is just a note in case somebody else has this situation:
>
>T. Rowe Price, like some other FIs, uses a different account number for each
fund instead of one account number for everything you have with them.
>
>Therefore, using Q'06, when one adds a fund (an account) which uses online
downloading one must first disable online downloading for all of the other
accounts from TR Price BEFORE adding the new one.

>
>If you do not do this first then during the process of adding the new account,
when you are required to associate all account numbers to existing or new Q
accounts, the process cannot be completed.

>
>One would think that Q programmers would have made the process automatic for
existing Q accounts that have the FI account numbers in their records already.
>
>Eric


Posted by John Pollard on December 21, 2006, 10:15 am
Please log in for more thread options

> >One would think that Q programmers would have made the
> >process
> >automatic for existing Q accounts that have the FI account
> >numbers
> > in their records already.

> There are a few assumptions in your statement -- all of them
> provable
> false:
>
> 1. Intuit cares about their customers and how they use their
> software.
> 2. The developers of Quicken actually use the software.
> 3. Intuit has a QA area/department that tests new versions
> before
> release.

Let's see the proof.



Posted by Charlie K on December 21, 2006, 11:30 am
Please log in for more thread options

Eric Bloch wrote:

>
> Therefore, using Q'06, when one adds a fund (an account) which uses online
downloading one must first disable online downloading for all of the other
accounts from TR Price BEFORE adding the new one.



I have Q05 and I don't have to do that for my TR Price accounts.


Posted by Charlie K on December 21, 2006, 11:30 am
Please log in for more thread options

Eric Bloch wrote:

>
> Therefore, using Q'06, when one adds a fund (an account) which uses online
downloading one must first disable online downloading for all of the other
accounts from TR Price BEFORE adding the new one.



I have Q05 and I don't have to do that for my TR Price accounts.


Similar ThreadsPosted
Help with financial institution name please :( May 14, 2007, 10:22 pm
Changing Financial Institution on Accounts July 1, 2006, 3:42 pm
"Updating financial institution information" November 27, 2006, 9:27 am
Adding NetBenefits account to Quicken 2005 May 9, 2006, 9:58 pm
Adding the TSX to Quicken XG 2005 June 22, 2008, 9:03 am
- Help - adding New 401(K) Security not working in Q2006 July 19, 2006, 3:39 am
Adding fund Asset classes March 3, 2007, 3:14 pm
Unable to download from one institution December 27, 2006, 5:46 pm
TIAA-CREF and Institution funds February 11, 2008, 5:37 pm
Grouping Q Interest data by Institution when importing into TTax January 9, 2008, 9:00 am

Contact Us | Privacy Policy
This site is not affiliated with Intuit - makers of Quickbooks and Quicken software
This site is not affiliated with Sage Software - makers of Peachtree accounting software
XML SitemapXML Sitemap