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Posted by John Pollard on May 25, 2007, 10:02 am
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Buck Turgidson wrote:
> I downloaded some 401-k transactions from Vanguard. There was
> a conflict in my accounts, so I deleted the
> transactions before "accepting" them, so that I could add
> a new account.
Deleting downloaded transactions should be a measure of last
resort.
> Now, I cannot re-download them. Is there a way to
> initialize it, so it doesn't realize that they've been
> downloaded?
I can't really follow what you are trying to accomplish, but
there are
a couple of measures that might allow you to get those
transactions
into your Quicken file. You should backup before you
"deactivate" any accounts; if the results are not satisfactory,
revert to the backup.
1.) You can try deactivating the account for download, then
re-activating it again. If you use One Step Update to download,
you won't have any control of which old transactions download
again; in all likelihood, you'll get more transactions than you
want; you can probably delete them from the Quicken Accept
window.
I note that Vanguard 401k accounts appear to offer Web Connect
downloads. If you can use Web Connect to download, and if
Vanguard offers the ability to select transactions to download
by date range, you can probably get those transactions, or at
least minimize the unwanted transactions by doing your first
download using Web Connect. (I think to do that, you may want
to deactivate the account but not activate it, then log on to
the Vanguard website, find the download to Quicken button (or
whatever Vanguard calls it) and initiate a download. So your
first download will be a Web Connect download ... which will
also activate the account for downloading. The only part I'm
not sure of is whether that will leave you stuck using Web
Connect downloads or whether you can still do One Step Update
(Direct) downloads).
2.) You can deactivate the old Quicken account and create a new
one, and activate that for download. Expect logically the same
results as #1 (there may be a different mix of "New" and "Match"
transactions), just in a different account.
3.) Manually enter the transactions.
--
John Pollard
First initial underscore Last name at mchsi dot com
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