|
Posted by John Pollard on January 9, 2008, 11:03 pm
Please log in for more thread options Jeff wrote:
> They are all brokerage investment accounts.
What I was interested in was what specific type of brokerage
accounts. Regular, IRA, 401k, 529, Single Mutual Fund, etc.
Which account types did you already have setup, and what type is
the "new" account?
> All the accounts download
> new transactions correctly except for this one new account
> (also a
> brokerage investment account, exactly like the others).
>
> I did set up a test new Quicken file and added that new
> account to it:
> it downloaded properly.
> (Is there a way to export that working new account from the
> test
> Quicken file and then import it into the file that has all my
> other
> accounts?)
There is a way to move the data, but that won't help you get the
account downloading in the original file.
> It would not be practical to setup all the other accounts in
> the new
> Quicken file because we are dealing with about 20 accounts.
You have 20 accounts at Smith Barney? [Or: How many accounts do
you have at Smith Barney?]
I was trying to find out if it mattered whether you tried to
setup one new Smith Barney account when you already had a couple
of Smith Barney accounts activated for download ... as opposed
to having no Smith Barney accounts setup, then setting them all
up in one download.
[The test you did in the new file only created, and setup, one
SB account (as I understand you): I'm looking to see what
happens when more than one SB account is setup ... preferably,
when you setup all your SB accounts ... in a New file.]
> I noticed that in the Quicken data folder there exist
> something new:
> - a file that ends with .TMP 3,032 KB
> - another that ends with .....OFXLOG.DAT 484 KB
> - another that ends with .....OFXOLD.DAT 484 KB
>
> I believe these are new files that did not exist before.
> Maybe they
> were created when something "went wrong". Should I delete
> these files?
I don't think so. OFXlog files should be created (or updated)
everytime you do a Direct download. I don't know what the TMP
file is.
> Because I had restored from an old backup file in an attempt
> to "start
> afresh" and renamed the restpored file to a meaningful name,
> the 3
> files I mention above do not contain the parts of the name of
> the
> renamed file.
Probably why you only saw the OFXlog for the first time.
> My Quicken files have about 7 years worth of data!
--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup
|