Online Services Expiry & Importing QFX Files

Posted by plarney on April 16, 2006, 11:46 am

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I am thinking upgrading from Quicken 2002 H&B. My banks
provide QFX files. The way I've been using these is to logon to their
web sites directly, download and save the qfx files, then double-click
on them to open Quicken and import.

So, would I be able to continue doing this even after online services
expire? I don't seem to be using any of their services with what I do.
Thanks very much.

Posted by MikeB on April 17, 2006, 9:44 am

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plarney@gmail.com wrote:

> I am thinking upgrading from Quicken 2002 H&B. My banks

> provide QFX files. The way I've been using these is to logon to their

> web sites directly, download and save the qfx files, then double-click

> on them to open Quicken and import.

> So, would I be able to continue doing this even after online services

> expire? I don't seem to be using any of their services with what I do.

> Thanks very much.

Online services for Quicken 2002 expired in April 2005, so I'm not
clear what you are asking.

Posted by plarney on April 17, 2006, 7:14 pm

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The method I describe is how I import by banking transactions today
using Q2002 H&B. It works fine. The expiry had no affect on this
method.

So my question is, would this method continue to work for Q2006 even
after services expire? It seems like it should. Thanks.

Posted by JCO on April 17, 2006, 11:29 pm

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If you upgrade to 2006, you can no longer use QFX files.
However, your bank might allow for auto updates by pressing one button.
Just depends if your bank has signed on to the process.

> The method I describe is how I import by banking transactions today

> using Q2002 H&B. It works fine. The expiry had no affect on this

> method.

> So my question is, would this method continue to work for Q2006 even

> after services expire? It seems like it should. Thanks.

Posted by JCO on April 18, 2006, 4:17 pm

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That is weird, if you just imported QFX file.
Like I said, I have a Visa Card Bank statement that I do manually because
they have QFX files and mine will only do QIF. I use Quicken 2006 Premier.

Do you use:
File->Import->QFX File?
Mine says:
File->Import->QIF File.

> JCO wrote:

> > I thought the original question had to do with .... a user

> > being able

> > to download a QFX file that is then imported into Quicken

> > (2005 &

> > older versions).

> Yes, that is what the original question was about. When you

> download a QFX file, you have two choices: you "open" it, in

> which case it will start Quicken, if Quicken is not already

> running, then automatically import the file into Quicken; or you

> can "save" the downloaded file to your hard drive, then start

> Quicken, then do File > Import > Web-Connect file ... and import

> that "QFX" file that you just saved to your hard drive. Both

> processes constitute Web-Connect downloads - both processes are

> available in Q2006.

> [Note: it is possible to avoid being given the "choice" I

> mentioned above; it's possible to have Quicken not ask you the

> question that gives you the choice to "save" or "open" the

> downloaded QFX file (when you don't get the choice, the

> downloaded file is not saved, but automatically opened) ... but

> that does not negate the fact that QFX files are the product of

> Web-Connect downloads, nor the fact that QFX files are imported

> from your hard drive by a "Web-Connect" import.]

> > Older versions can import an independent QFX file

> > that was downloaded from an online service.

> >

> > I'm just pointing out that Quicken 2006 does not imports QFX

> > files, as

> > version 2005 and older did. Quicken 2006 will import a QIF

> > file.

> You have this backward.

> I just this minute imported a QFX file from my hard drive into

> Q2006 Premier.

> It is QIF files that Intuit has restricted the importation of

> ... NOT QFX files.

> (But you can also still import QIF files; just not as easily as

> you once could).

> > Yes the web connect has always been available which the

> > original user

> > is not taking advantage of (either because they don't want or

> > the

> > bank will not allow the service). What ever the reason is,

> > they are

> > now importing QFX files which Quicken 206 will not do.

> >

> > My mom has a credit card through a bank that will not allow

> > the web

> > connect option either. And without QFX files (that the bank

> > allows),

> > we now have to do it manually (since I'm using Q2006). The

> > bank does

> > not provide QIF Files that Quicken 2006 uses.

> You really do need to go back to square one and get your facts

> straight; you are publishing incorrect information.

> --

> John Pollard

> First initial underscore Last name at mchsi dot com

> Please reply to newsgroup