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Posted by Eric S. on September 25, 2007, 7:38 pm
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> Eric S. wrote:
>>> Eric S. wrote:
>>>> I just downloaded transactions for my checking account. I have been
>>>> doing this for a couple of years over various versions of Quicken
>>>> for this account with no problem.
>>>
>>> You didn't say what method you use to download: Direct Connect, Web
>>> Connect, or Express Web Connect.
>>
>> Download type as it appears on the bank's website: OFX (Quicken)
>>
>>
>>>
>>>> Now suddenly, I'm getting a message
>>>> after downloading saying: If you have set up an account in Quicken
>>>> to track this account, choose "Use an existing Quicken account" and
>>>> then select it from the list. Otherwise choose "Create a new Quicken
>>>> account and Quicken will add on for you.
>>>>
>>>> What's going on?
>>>
>>>> My checking account doesn't appear in the "Use an
>>>> existing Quicken account" list.
>>>
>>> That's because it's already "activated" for download.
>>>
>>
>> That's what I figured.
>
>>>> And I don't want to create an new
>>>> Quicken account because I already have one for my checking account.
>>>
>>>> If I check my account list, I see that online services are
>>>> activated for my checking account.
>
>>> See above.
>>>
>>> One thing to try then ... is to deactivate then reactivate the
>>> account for download. Being advised that this will likely cause the
>>> first subsequent download to download quite a few transactions that
>>> were previously downloaded. As a precaution: backup first.
>
>> I thought of trying that, but I didn't want to go through that extra
>> work until I verified there wasn't a simpler solution.
>
> Reverting to a backup, possibly?
>
> If not, based on your first answer above, deactivate the account but do
> NOT reactivate it; the Web Connect download initiated from your fi's web
> site should reactivate.
>
>>>> So why doesn't Quicken recognize it when
>>>> downloading the transactions?
>
>>> Don't know.
>>>
>>> But I would consider the possibility that some of your Quicken
>>> account identification data may have gotten corrupted. When the
>>> account is deactivated, you can re-enter any of that data. If you
>>> choose to do that, I would put my cursor at the beginning of the
>>> field I wanted to change, hold down the space bar until the cursor
>>> will not move to the right any longer, then start keying the new
>>> data at the beginning of the field.
>
>> What's the reason for doing that? To make sure the field is blanked
>> out first?
>
> Yes. Corruption may consist of undisplayable characters; blanking out the
> entire field guarantees there will be no such characters still present.
>
>>>> It is possible my bank has changed something?
>
>>> Definitely. But I can't tell you if that's true; nor if true, that
>>> such a change caused what you're seeing. You're in a much better
>>> position to find this out by contacting your bank; sometimes you
>>> have to be persistent to find the person at the fi that knows ...
>>> probably someone in tech support but maybe not the first person you
>>> talk to. In the meantime, I would save your OFXlog.
>>>
>>> Help > Product and Customer Support > OFXlog > Save as
>>>
>>> There may be some useful information in there (the OFX specs are
>>> available online for free, Google can find them).
>
>> Did that. Looks like it doesn't write a log entry if the download
>> process didn't complete. And I hit cancel on the screen that asked
>> me to identify the acccount. So I have nothing to compare to the old
>> ones (that worked) to see if anything has changed. I'll keep looking
>> at it, though, to see if anything else jumps out at me.
>
> You might also want to look at CONNLOG.
>
> --
I reactivated the account as you suggested. I wasn't too painful after all.
We'll see what happens next month when I try it again.
Thanks for your help.
- Eric S.
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