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Subject Author Date
cannot download from a new Smith Barney account Jeff 01-09-2008
Posted by Jeff on January 9, 2008, 4:36 pm
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I am using Quicken Deluxe 2006 and have several accounts with SB all of
which I have been downloading from for years.

I recently added a new account (Nov 2007) but this new account will n ot
download transactions : "No transactions to download". I've spent 3
hours with Smith Barney's Quicken technicians and cannot solve the
problem.
-We've checked all the login, password data, account number entered and
all are correct.
-I've deleted the account and recreated it - will still not download.
-I created a new dummy Quicken file and in this new file one created the
problem account and here it downloaded its transactions just fine.
(Will just not do it in the real Quicken file I use)
-I've deleted the password in the pin vault, closed Q, reopened Q and
recreated the password: no difference.

Any ideas what else I could do?

Jeff



Posted by Jeff on January 9, 2008, 4:45 pm
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Forgot to add that I also validated the account (twice) with no problems
found.

Help!

Jeff

Jeff wrote:
> I am using Quicken Deluxe 2006 and have several accounts with SB all
> of which I have been downloading from for years.
>
> I recently added a new account (Nov 2007) but this new account will n
> ot download transactions : "No transactions to download". I've spent
> 3 hours with Smith Barney's Quicken technicians and cannot solve the
> problem.
> -We've checked all the login, password data, account number entered
> and all are correct.
> -I've deleted the account and recreated it - will still not download.
> -I created a new dummy Quicken file and in this new file one created
> the problem account and here it downloaded its transactions just fine.
> (Will just not do it in the real Quicken file I use)
> -I've deleted the password in the pin vault, closed Q, reopened Q and
> recreated the password: no difference.
>
> Any ideas what else I could do?
>
> Jeff




Posted by John Pollard on January 9, 2008, 5:14 pm
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Jeff wrote:
> I am using Quicken Deluxe 2006 and have several accounts with
> SB all
> of which I have been downloading from for years.
>
> I recently added a new account (Nov 2007) but this new account
> will n
> ot download transactions : "No transactions to download".
> I've spent
> 3 hours with Smith Barney's Quicken technicians and cannot
> solve the
> problem.
> -We've checked all the login, password data, account number
> entered
> and all are correct.
> -I've deleted the account and recreated it - will still not
> download.
> -I created a new dummy Quicken file and in this new file one
> created
> the problem account and here it downloaded its transactions
> just fine.
> (Will just not do it in the real Quicken file I use)
> -I've deleted the password in the pin vault, closed Q,
> reopened Q and
> recreated the password: no difference.

What type of accounts are involved? How many accounts, total?

What happens if you create a New Quicken file; setup the SB
accounts that were working "for years"; try a download; then
setup the new account, and try a download.

Also consider testing setting up all accounts (old and new) at
one time.

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



Posted by Jeff on January 9, 2008, 9:42 pm
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Thanks for answering John. I was hoping you would.

They are all brokerage investment accounts. 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?)

It would not be practical to setup all the other accounts in the new
Quicken file because we are dealing with about 20 accounts.

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?

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.

My Quicken files have about 7 years worth of data!

Jeff

John Pollard wrote:
> Jeff wrote:
>> I am using Quicken Deluxe 2006 and have several accounts with
>> SB all
>> of which I have been downloading from for years.
>>
>> I recently added a new account (Nov 2007) but this new account
>> will n
>> ot download transactions : "No transactions to download".
>> I've spent
>> 3 hours with Smith Barney's Quicken technicians and cannot
>> solve the
>> problem.
>> -We've checked all the login, password data, account number
>> entered
>> and all are correct.
>> -I've deleted the account and recreated it - will still not
>> download.
>> -I created a new dummy Quicken file and in this new file one
>> created
>> the problem account and here it downloaded its transactions
>> just fine.
>> (Will just not do it in the real Quicken file I use)
>> -I've deleted the password in the pin vault, closed Q,
>> reopened Q and
>> recreated the password: no difference.
>
> What type of accounts are involved? How many accounts, total?
>
> What happens if you create a New Quicken file; setup the SB
> accounts that were working "for years"; try a download; then
> setup the new account, and try a download.
>
> Also consider testing setting up all accounts (old and new) at
> one time.



Posted by John Pollard on January 9, 2008, 11:03 pm
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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



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