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Posted by Brian on June 15, 2006, 5:26 pm
Please log in for more thread options John Pollard wrote:
> > Hello
> >
> > I've been trying to set up transaction download for my
> > Principal
> > 401(k), which is now supported in Quicken 2005 & 2006.
> > However, when
> > I try to "activate" this service, all Quicken does is load a
> > web page
> > up that takes me to Principal's login screen. No activation
> > takes
> > place, and Quicken never prompts me for any further
> > information.
> >
> > I think that quicken has the wrong URL or wrong setup
> > information for
> > my Principal account. Is there someplace I can reset this
> > data? It
> > has persisted through an update to Quicken 2006 from 2005,
> > through an
> > uninstall & reinstall with restore of the same file, and
> > through an OS
> > reinstall.
>
> I hope you didn't upgrade to Q2006 just to "fix" this problem;
> there is no Quicken problem, nothing to reset.
>
> Your financial institution (Principal) only offers Web Connect
> downloads; all Web Connect downloads require you to logon to the
> fi's web site and initiate the download from there. The
> specifics for initiating the download vary from fi to fi, but
> the general rule is the same: logon, navigate to the "download
> to Quicken" button, and initiate your download.
>
> (The very first time you initiate a download from a Web Connect
> web site, Quicken will activate your online services with that
> fi.)
>
> --
>
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
Ah, it all makes sense now.... Thanks very much! All appears to be
working as it should.
And no, the update was not to fix that specific problem, though it
would be very nice if the transaction download worked automatically,
rather than this web-connect thing.
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