Quicken 2004

Posted by Laura on February 7, 2007, 1:23 pm

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I'm asking this question on behalf of a friend who is still using Quicken
2004 Basic. Her credit union only supports Web Connect. Her usual method of
updating her Quicken file is to log into her credit union account using her
browser and downloading to a QIF file.

With the sunsetting of 2004 coming in the near future, will she be able to
continue to use 2004 or does she need to upgrade to 2007.

She has not been able to get 2007 using the QFX method to work yet so she is
hoping that she can continue with 2004 & QIF files.

Any thoughts?

thanks,
Laura

I'm asking this question on behalf of a friend who is still using Quicken
2004 Basic. Her credit union only supports Web Connect. Her usual method of
updating her Quicken file is to log into her credit union account using her
browser and downloading to a QIF file.

With the sunsetting of 2004 coming in the near future, will she be able to
continue to use 2004 or does she need to upgrade to 2007.

She has not been able to get 2007 using the QFX method to work yet so she is
hoping that she can continue with 2004 & QIF files.

Any thoughts?

thanks,
Laura

Posted by John Pollard on February 7, 2007, 4:55 pm

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Laura wrote:

> I'm asking this question on behalf of a friend who is

> still using Quicken 2004 Basic. Her credit union only

> supports Web Connect. Her usual method of updating her

> Quicken file is to log into her credit union account

> using her browser and downloading to a QIF file.

> With the sunsetting of 2004 coming in the near future,

> will she be able to continue to use 2004 or does she need

> to upgrade to 2007.

> She has not been able to get 2007 using the QFX method to

> work yet so she is hoping that she can continue with 2004

> & QIF files.

If she doesn't use Quicken to "download" (Quicken doesn't
"download" qif files, it just "imports" them) *anything*
(including quotes), she can continue to use Q2004.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup

Posted by Laura on February 7, 2007, 5:30 pm

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> Laura wrote:

>> I'm asking this question on behalf of a friend who is

>> still using Quicken 2004 Basic. Her credit union only

>> supports Web Connect. Her usual method of updating her

>> Quicken file is to log into her credit union account

>> using her browser and downloading to a QIF file.

>> With the sunsetting of 2004 coming in the near future,

>> will she be able to continue to use 2004 or does she need

>> to upgrade to 2007.

>> She has not been able to get 2007 using the QFX method to

>> work yet so she is hoping that she can continue with 2004

>> & QIF files.

> If she doesn't use Quicken to "download" (Quicken doesn't "download" qif

> files, it just "imports" them) *anything* (including quotes), she can

> continue to use Q2004.

Thanks John. that's what I was thinking.

If she choses to try again to get 2007 to work, do you have a link to basic
instructions setting up an account using the QFX method? She has entered her
account number & password but gets an error message saying Quicken can not
verify her financial institution. Any suggestions for resolving that error?
She's getting very frustrated with Quicken and about to give it up totally.

Posted by John Pollard on February 7, 2007, 8:30 pm

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Laura wrote:

>> Laura wrote:

>>> I'm asking this question on behalf of a friend who is

>>> still using Quicken 2004 Basic. Her credit union only

>>> supports Web Connect. Her usual method of updating her

>>> Quicken file is to log into her credit union account

>>> using her browser and downloading to a QIF file.

>>> With the sunsetting of 2004 coming in the near future,

>>> will she be able to continue to use 2004 or does she

>>> need to upgrade to 2007.

>>> She has not been able to get 2007 using the QFX method

>>> to work yet so she is hoping that she can continue with

>>> 2004 & QIF files.

>> If she doesn't use Quicken to "download" (Quicken

>> doesn't "download" qif files, it just "imports" them)

>> *anything* (including quotes), she can continue to use

>> Q2004.

> Thanks John. that's what I was thinking.

> If she choses to try again to get 2007 to work, do you

> have a link to basic instructions setting up an account

> using the QFX method? She has entered her account number

> & password but gets an error message saying Quicken can

> not verify her financial institution. Any suggestions for

> resolving that error? She's getting very frustrated with

> Quicken and about to give it up totally.

Sorry to hear that.

I don't know of any specific instructions; the newer versions of
Quicken are generally supposed to setup account easily. I've
never had any problems.

I know the financial institution must be in the Participating
Financial Institutions list, and I know you have to use the
exact correct fi name (assuming you are entering it in Quicken
before setting up).

Occasionally the user-id and/password for Quicken are not the
same as the ones used to logon to the fi web site independently
of Quicken.

There are non-Quicken factors that can be involved; firewalls,
browser settings, etc; those are unique to the user.

Also, I have no experience with Q2007, though I don't remember
any special problems reported about it for just setting up
accounts.

One thing you could try is to clear any fi information from the
Account Attributes; then logon to the fi's website outside of
Quicken; download the QFX data; and tell Windows to Open rather
than Save ... which should start Quicken and ask you which
account the data is for. You may need to double check that the
QFX extension is set to be opened by the Quicken Launcher
(qw.exe): that's in Windows Explorer > Tools > Folder Options >
File Types.

If you get one or more errors; post the error numbers here (or
you can look them up yourself at the Intuit Help & Support site:
select product, then enter the error number in the search text).

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup

Posted by Laura on February 7, 2007, 9:18 pm

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> Laura wrote:

>>> Laura wrote:

>>>> I'm asking this question on behalf of a friend who is

>>>> still using Quicken 2004 Basic. Her credit union only

>>>> supports Web Connect. Her usual method of updating her

>>>> Quicken file is to log into her credit union account

>>>> using her browser and downloading to a QIF file.

>>>> With the sunsetting of 2004 coming in the near future,

>>>> will she be able to continue to use 2004 or does she

>>>> need to upgrade to 2007.

>>>> She has not been able to get 2007 using the QFX method

>>>> to work yet so she is hoping that she can continue with

>>>> 2004 & QIF files.

>>>

>>> If she doesn't use Quicken to "download" (Quicken

>>> doesn't "download" qif files, it just "imports" them)

>>> *anything* (including quotes), she can continue to use

>>> Q2004.

>> Thanks John. that's what I was thinking.

>> If she choses to try again to get 2007 to work, do you

>> have a link to basic instructions setting up an account

>> using the QFX method? She has entered her account number

>> & password but gets an error message saying Quicken can

>> not verify her financial institution. Any suggestions for

>> resolving that error? She's getting very frustrated with

>> Quicken and about to give it up totally.

> Sorry to hear that.

> I don't know of any specific instructions; the newer versions of

> Quicken are generally supposed to setup account easily. I've

> never had any problems.

> I know the financial institution must be in the Participating

> Financial Institutions list, and I know you have to use the

> exact correct fi name (assuming you are entering it in Quicken

> before setting up).

> Occasionally the user-id and/password for Quicken are not the

> same as the ones used to logon to the fi web site independently

> of Quicken.

> There are non-Quicken factors that can be involved; firewalls,

> browser settings, etc; those are unique to the user.

> Also, I have no experience with Q2007, though I don't remember

> any special problems reported about it for just setting up

> accounts.

> One thing you could try is to clear any fi information from the

> Account Attributes; then logon to the fi's website outside of

> Quicken; download the QFX data; and tell Windows to Open rather

> than Save ... which should start Quicken and ask you which

> account the data is for. You may need to double check that the

> QFX extension is set to be opened by the Quicken Launcher

> (qw.exe): that's in Windows Explorer > Tools > Folder Options >

> File Types.

> If you get one or more errors; post the error numbers here (or

> you can look them up yourself at the Intuit Help & Support site:

> select product, then enter the error number in the search text).

Thanks again. I will pass your info on to her. Hopefully we'll figure it
out.