|
Posted by Han on May 24, 2008, 11:29 am
Please log in for more thread options
> Quicken Premier 2007 - Although my bank appears in the list of
> participating financial institutions, the account I have set up in
> Quicken does not appear in the list of institutions available for
> downloading updates and the summary page says it is not available for
> download. This makes no sense. As an additional piece of information,
> this account was previously with another bank and when I moved the
> money, I simply changed the name of the account to the new bank name.
> Could this have anything to do with the problem ? If not, what's left
> to do to get the information to download ?
>
You may have to delete all on-line info in that Quicken account, then
fill in the appropriate new information.
As an alternative you could set up a new account for the new bank, then
just make a "final transfer" of the balance from the old account. But
before you do that:
1: First reconcile your old account to a known date and balance.
2: Then download all transactions into the new accouunt from the new
bank's on-line system.
3: Then delete all transactions that were downloaded that date before
your reconcile date (maybe leave a few days' worth in to allow for
overlap).
4: Now make the transfer of the last balance inyour old account, and
delete any opening balance that was generated or entered.
I believ (emmphasis) that this should work, if you can et downloading to
work.
--
Best regards
Han
email address is invalid
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap