Need help - downloading FI data now says need to create new account?

Posted by Don on March 10, 2009, 7:43 am

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Hey gang,

I have been tracking my checking account in Quicken for some time. I am
currently using Quicken 2008 Deluxe.

This morning I went to download my data since Saturday, and now it brings up
a prompt box telling me if I already have a Quicken account established to
track select the use this account and choose the account for it to use, or
create a new account.
Only problem is, the option to select the use this account is grey'd out and
I cannot select it, it only has a checkbox in the create new account box and
that is obviously not what I want to do.

My bank just revamped part of the online banking website, so not sure if
that has something to do with it or not .

Anyone ever run across this before and/or have any ideas on what I might
can do to get these transactions to download into my current account?

Thanks for any tips here,

--
Don

Posted by Don on March 10, 2009, 8:03 am

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> Hey gang,

> I have been tracking my checking account in Quicken for some time. I am

> currently using Quicken 2008 Deluxe.

> This morning I went to download my data since Saturday, and now it brings

> up a prompt box telling me if I already have a Quicken account established

> to track select the use this account and choose the account for it to use,

> or create a new account.

> Only problem is, the option to select the use this account is grey'd out

> and I cannot select it, it only has a checkbox in the create new account

> box and that is obviously not what I want to do.

> My bank just revamped part of the online banking website, so not sure if

> that has something to do with it or not .

> Anyone ever run across this before and/or have any ideas on what I might

> can do to get these transactions to download into my current account?

> Thanks for any tips here,

Well I think I got it figured out. I went to edit the checking account in
Quicken and compared the account number with what was downloading into
Quicken and it was suggesting using to set up the new account, and it was
off by one 0. I changed it in my Quicken to match, and it downloaded ok this
time. It downloaded a couple of transactions that had already cleared but I
was able to deal with those.

I guess must have had something to do with the change in my bank's online
banking site...

--
Don

Posted by Don on March 10, 2009, 7:12 pm

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Just thought I would report back on this issue I was having.

Apparently, when my bank updated it's online banking website, they added
another 0 to the front of each of my account numbers that I was downloading
into Quicken, via direct connect.
I have three checking accounts, and a savings account, that I track my data
in quicken and download daily directly from my online bank website.
This caused the problem of Quicken saying I needed to create a new account,
and would not let me choose the existing account I guess because the account
numbers no longer matched up with what was coming down from my bank's newly
updated online site.

Each account previously had 4 zeros in front of the actual account number,
now they each had 5 zeros in front of the account number. After I added the
5th 0 to the front of each account number, the data downloaded directly into
the appropriate account in Quicken just fine.

Just thought I would mention what my issue was in case someone else runs
across this problem...

--
Don

Posted by John Pollard on March 10, 2009, 9:11 pm

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Don wrote:

> Just thought I would report back on this issue I was having.

> Apparently, when my bank updated it's online banking website, they

> added another 0 to the front of each of my account numbers that I was

> downloading into Quicken, via direct connect.

> I have three checking accounts, and a savings account, that I track

> my data in quicken and download daily directly from my online bank

> website. This caused the problem of Quicken saying I needed to create a

> new

> account, and would not let me choose the existing account I guess

> because the account numbers no longer matched up with what was coming

> down from my bank's newly updated online site.

> Each account previously had 4 zeros in front of the actual account

> number, now they each had 5 zeros in front of the account number.

> After I added the 5th 0 to the front of each account number, the data

> downloaded directly into the appropriate account in Quicken just fine.

> Just thought I would mention what my issue was in case someone else

> runs across this problem...

Thanks for taking the time to post back.

--

John Pollard