|
Posted by TomYoung on March 28, 2007, 6:55 pm
Please log in for more thread options
> Hi all:
>
> For some reason or another I can't upload (update) my investment
> portfolio on Quicken.com.
>
> I should mention that I apparently have 4 Quicken.com accounts. I've
> been a Quicken user since the early days of DOS and since I've never
> really used Quicken.com (that I remember) I've just created new
> Quicken.com accounts when registering new versions of Quicken. I
> mention this only because it may have something to do with my problem.
>
> Three of the four Quicken.com accounts seem to be associated with my
> current Q2007Deluxe and all of them show the exact same accunts and
> securities, indicating the last update to the information was back in
> January, 2005. The fourth Quicen.com account tells me that as far as
> it knows I'm using an unsupported version of Quicken (2004D) and
> invites me to register any currently supported version of Quicken I'm
> using.
>
> Anyway, once I'm looking at my portfolio in any one of the "live"
> accounts if I click the "Upload Quicken Accounts" button on the page
> I'm taken to
>
> https://www.quicken.com/investments/portfolio/uploadquicken/browser/
>
> where I'm told: "The browser you are using is unable to detect Quicken
> software. To upload your Quicken accounts directly from the Web, you
> must use Internet Explorer 5.0 or later on a Windows PC. To upload
> your Quicken accounts from your Quicken software, use One Step Update
> -- see Quicken help for detailed, step-by-step instructions."
>
> I'm using MSIN7 on a Windows computer, so I'm not sure why I'm getting
> this message.
>
> If I fire up Quicken and click the "Update" button up pops the "One
> Step Update Settings" window and I see the "Quicken.com" box is
> checked and the "Update my portfolio on Quicken.com" box is also
> checked. If I click the "Select Quicken.com data to update" hyperlink
> in this window and select the "Portfolio" tab in the resulting window
> the investment accounts I want to update are properly checked and the
> radio button "Send only my Symbols" is checked. Everything sure looks
> correct.
>
> Most of the time after clicking on "Update now" the One Step Udate
> Summary window shows up with all green flags and no reported errors.
> I do notice however that even if there's a green flag in the
> Quicken.com section of the summary window there will be an arrowhead
> next to "Quicken.com" (none of the other sections have this arrowhead)
> and sometimes instead of the green flag there will be an exclamation
> point inside a red ball next to "Quicken.com" but no explaination of
> any error.
>
> Anybody have words of wisdom here?
>
> TIA.
>
> Tom Young
Don't know why I was encountering this problem but I solved it by
registering Quicken again and establishing a brand-new Quicken.com
account; the portfolio properly showed up in the new account.
Tom Young
|