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Subject Author Date
Quicken XG 2005 - Data Downloads DGD 03-08-2008
Posted by DGD on March 8, 2008, 8:20 am
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I have Quicken XG 2005 and it appears that, after 1 Apr 2008, I can no
longer use it to get downloads and price updates. I am not sure what
that really means. Price downloads for things like stock and mutual
funds, I assume come through a Quicken process whereby Quicken on a
local machine contacts a Qucken server somewhere and downloads pricing
and stock market information. When it comes to banking information, I
go to my bank web site, identify what account, what data I want to
download, what format, and commence the downloand into Quicken.

As of 1 Apr 08, what will I no longer be able to do? Price downloads
through the Quicken system, bank account downloads, or both?

Thanks.

DGD

Posted by DGD on March 8, 2008, 11:31 am
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> I have Quicken XG 2005 and it appears that, after 1 Apr 2008, I can no
> longer use it to get downloads and price updates. I am not sure what
> that really means. Price downloads for things like stock and mutual
> funds, I assume come through a Quicken process whereby Quicken on a
> local machine contacts a Qucken server somewhere and downloads pricing
> and stock market information. When it comes to banking information, I
> go to my bank web site, identify what account, what data I want to
> download, what format, and commence the downloand into Quicken.
>
> As of 1 Apr 08, what will I no longer be able to do? Price downloads
> through the Quicken system, bank account downloads, or both?
>
> Thanks.
>
> DGD

Having gone over this, it seems that I cannot use Quicken XG 2005 to
pull information through scheduled updates, but I will be able to push
data into Quicken. Since I download data from my bank accounts into
Quicken (a "push"), this should not be affected. It looks like I can
"push" securities data into Quicken as well through a CSV file. Have
set up a profile at the Fund Library to provide a NAVPS data download
for my funds that I can "push" into Quicken. We'll see how it works
out.

Posted by ANDYA on March 9, 2008, 12:49 pm
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>
> > I have Quicken XG 2005 and it appears that, after 1 Apr 2008, I can no
> > longer use it to get downloads and price updates. =A0I am not sure what
> > that really means. =A0 Price downloads for things like stock and mutual
> > funds, I assume come through a Quicken process whereby Quicken on a
> > local machine contacts a Qucken server somewhere and downloads pricing
> > and stock market information. =A0When it comes to banking information, I=

> > go to my bank web site, identify what account, what data I want to
> > download, what format, and commence the downloand into Quicken.
>
> > As of 1 Apr 08, what will I no longer be able to do? =A0Price downloads
> > through the Quicken system, bank account downloads, or both?
>
> > Thanks.
>
> > DGD
>
> Having gone over this, it seems that I cannot use Quicken XG 2005 to
> pull information through scheduled updates, but I will be able to push
> data into Quicken. =A0Since I download data from my bank accounts into
> Quicken (a "push"), this should not be affected. =A0It looks like I can
> "push" securities data into Quicken as well through a CSV file. =A0Have
> set up a profile at the Fund Library to provide a NAVPS data download
> for my funds that I can "push" into Quicken. =A0We'll see how it works
> out.

Please be more specific with respect to the steps to wht you term
"push" bank data into Quicken XG
Thanks
AndyA

Posted by DGD on March 9, 2008, 2:01 pm
Please log in for more thread options
>
>
>
>
> > > I have Quicken XG 2005 and it appears that, after 1 Apr 2008, I can no
> > > longer use it to get downloads and price updates. I am not sure what
> > > that really means. Price downloads for things like stock and mutual
> > > funds, I assume come through a Quicken process whereby Quicken on a
> > > local machine contacts a Qucken server somewhere and downloads pricing
> > > and stock market information. When it comes to banking information, I
> > > go to my bank web site, identify what account, what data I want to
> > > download, what format, and commence the downloand into Quicken.
>
> > > As of 1 Apr 08, what will I no longer be able to do? Price downloads
> > > through the Quicken system, bank account downloads, or both?
>
> > > Thanks.
>
> > > DGD
>
> > Having gone over this, it seems that I cannot use Quicken XG 2005 to
> > pull information through scheduled updates, but I will be able to push
> > data into Quicken. Since I download data from my bank accounts into
> > Quicken (a "push"), this should not be affected. It looks like I can
> > "push" securities data into Quicken as well through a CSV file. Have
> > set up a profile at the Fund Library to provide a NAVPS data download
> > for my funds that I can "push" into Quicken. We'll see how it works
> > out.
>
> Please be more specific with respect to the steps to wht you term
> "push" bank data into Quicken XG
> Thanks
> AndyA


Posted by DGD on March 9, 2008, 2:04 pm
Please log in for more thread options
>
>
>
>
> > > I have Quicken XG 2005 and it appears that, after 1 Apr 2008, I can no
> > > longer use it to get downloads and price updates. I am not sure what
> > > that really means. Price downloads for things like stock and mutual
> > > funds, I assume come through a Quicken process whereby Quicken on a
> > > local machine contacts a Qucken server somewhere and downloads pricing
> > > and stock market information. When it comes to banking information, I
> > > go to my bank web site, identify what account, what data I want to
> > > download, what format, and commence the downloand into Quicken.
>
> > > As of 1 Apr 08, what will I no longer be able to do? Price downloads
> > > through the Quicken system, bank account downloads, or both?
>
> > > Thanks.
>
> > > DGD
>
> > Having gone over this, it seems that I cannot use Quicken XG 2005 to
> > pull information through scheduled updates, but I will be able to push
> > data into Quicken. Since I download data from my bank accounts into
> > Quicken (a "push"), this should not be affected. It looks like I can
> > "push" securities data into Quicken as well through a CSV file. Have
> > set up a profile at the Fund Library to provide a NAVPS data download
> > for my funds that I can "push" into Quicken. We'll see how it works
> > out.
>
> Please be more specific with respect to the steps to wht you term
> "push" bank data into Quicken XG
> Thanks
> AndyA

I initiate the data download through the bank web site, select the
type of file it should formatted (Quicken, MS Money, etc) and initial
the download (a "push" into Quicken, as opposed to Quicken initiating
the data download, or 'pulling' the information into Quicken). Won't
get my first data download from the Fund Library until tomorrow, so
we'll see how it goes.

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