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Posted by John Pollard on May 15, 2008, 3:09 pm
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BobLeavitt wrote:
> I go to the Vanguard site and download (and save) a .qfx file
> for my
> brokerage account at vanguard.
>
> In Quicken, I open the Transaction page for my brokerage
> account.
>
> I select File | Import | Web Connect File
>
> I get an info box that says "You are downloading transactions
> for the
> following account: (then lists the correct Vanguard acct)
>
> This same info box goes on to give me 2 options:
> 1. Use an existing Quicken account
> 2. Create a new Quicken account
>
> The problem is that option 1 - use an existing account - only
> gives
> me a choice of 2 accounts, neither of which is the Quicken
> account to
> which I am trying to import.
>
> Can anybody tell me how to import to the desired Quicken
> account?
>
> I have also tried not saving the .qfx file, but importing it
> directly
> from the Vgd website with the same result as described above.
>
> I'm using Quicken 2006 Premier Rel QA5
>
> I have tried searching this group (in GoogleGroups) but don't
> find
> anything. Sorry, but if it is there, I am using the wrong
> search
> terms.
It's probably there a ton of times, but I couldn't tell you just
what search terms to use.
Go to the Overview tab of the Vanguard account, click the
"Change Online Services" button and deactivate the account for
downloading. Then start the import process ... your Vanguard
account should then appear in the "use existing account" list.
--
John Pollard
First initial underscore Last name at mchsi dot com
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