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Q07 - Cannot place downloaded transactions in correct accout

 

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Q07 - Cannot place downloaded transactions in correct accout doug 03-29-2007
Posted by doug on March 29, 2007, 9:13 am
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Is there a solution to this problem? When I try to update recent tranactions
in an IRA account, the Quicken account where the data needs to go is not
among those listed in the "Use an existing Quicken account" drop-down box.
This happens whether I try to do the update online, or if I download the
.qfx file and do it. The account is named "My IRA" and has two other mutual
funds in it - the Vanguard fund was added last year. Could it be because the
initial two funds are configured as American Express funds? Thanks.



Posted by Oilcan on March 29, 2007, 10:14 am
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> Is there a solution to this problem? When I try to update recent tranactions
> in an IRA account, the Quicken account where the data needs to go is not
> among those listed in the "Use an existing Quicken account" drop-down box.
> This happens whether I try to do the update online, or if I download the
> .qfx file and do it. The account is named "My IRA" and has two other mutual
> funds in it - the Vanguard fund was added last year. Could it be because the
> initial two funds are configured as American Express funds? Thanks.

You have likely mixed several accounts in the real world into one
account in Quicken. You should have one account in Quicken for each
real world if you are expecting to download transactions otherwise the
downloads will not map properly;


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