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Posted by Andrew on July 17, 2006, 9:41 pm
Please log in for more thread options John Pollard wrote:
>> Problem - I have about 12 accounts at a FI. About 3 of them
>> I've enabled for downloading to Q direct. No problem. Just
>> created a new savings account at this FI. Wish to add that
>> one too. Also have about 6 others at this same FI under my
>> customer ID I do NOT wish for Q to be able to download.
>>
>> When I go into CREATE AN ACCOUNT and have it search for them
>> under the existing FI name, I get a list of about 6 accounts
>> to associate it with, none of which are the one at my FI that
>> I want. So I use the 'Don't track this account' on some of
>> these.
>>
>> I get the message ""If you have additional online accounts
>> (not displayed here), repeat Quicken account setup until all
>> your accounts have been added to Quicken". Exactly what I
>> want!
>>
>> But when I reenter account setup, same set of accounts is
>> shown?
>>
>> Does anyone know how to get to the 'second screen' of accounts
>> at this FI per chance?
>>
>> If I manually create it, THEN try to enable online access,
>> only 4 accounts are shown as candidates, NONE of which are the
>> the right one, and there's nothing about getting the 'next'
>> batch of candidates.
>>
>> Seems like Q has some hardcoded values and doesn't really
>> handle MANY (7 or more) accounts at more than one FI well ?
>>
>> (for the recordm I use many accounts, one for my checking, one
>> for wife's saving, one for my savings, this new savings
>> account I just created, and a slew of CDs that I don't track,
>> plus some of my kids accounts that I am on that I also don't
>> track in MY Quicken file set. That's why I have so many.....)
>>
>> Anyone have ideas, or am I stuck at not being able to download
>> this newest savings account?
>
> It sounds like Quicken might not have a way to tell itself that
> it has already processed an online account but should not
> download it; chances are the process would work if you wanted to
> download all the accounts, so each online account would get
> assigned to a Quicken account and Quicken would know to exclude
> it from the second attempt to Activate accounts.
>
> Why not try assuming that is the case: let Quicken create a new
> dummy account for the online accounts you don't want to download
> so hopefully the second attempt will show you unprocessed online
> accounts. After you have all the accounts Activated that you
> want to download ... delete the new Quicken dummy accounts you
> don't want.
Thanks John. That was a great idea - but it didn't work....but I commend
you for that thinking - seemed good to me when I read it!
Comng back to the selection menu still ended up with the same set of
accounts, including all those I had just made 'dummy' accounts for that I
was going to delete if your idea worked.
BUT - I did find out how to do it, but in a roundabout way. At least, so
far, so good. Here's how - this might not work for everyone, since the fix
was outside of Quicken and might not be able to be done by others if they
have this same problem....
In my FI's **webpage** (when viewing accounts online with their web-based
session), when viewing a particular account, there is a DOWNLOAD button, and
you get to select what type of download you want (Microsoft OFX, Comma
Delimited, QIF, etc.) ; there's even a Quicken OFX (!). So I used that
while viewing this new account I wanted to establish (that only had my
single $5 initial 'seed' deposit in it that I made Saturday), and lo and
behold, it asked me what account in Quicken to associated this with (I had
Quicken open in another window); selecting the new account that I had
created worked, and upon a subsequent direct download, seems to be ok, and
in the list after I view it via ONLINE SUMMARY. It also is listed as
'ACTIVATED' in the ACCOUNTs list for online access.
(I was in a chat session with someone from Intuit for over an hour, still
not sure if she really understood what I was trying to do despite my quoting
her the error message from Quicken THREE times!)
---------------
Regards -
- Andrew
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