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Posted by Jeff on January 10, 2008, 3:55 pm
Please log in for more thread options Thanks John for continuing to help.
The new account is set up in Q the same type as in SB (IRA).
Since I've last written to you, I've:
-made a copy of the account, validated and supervalidated: no errors.
-created a new Q test file and created in it only this account:
downloaded transactions fine.
-went back to the copy of the full Q file (with all the accounts):
a) deactivated online access for ALL accounts and activated ONLY the new
account: connected fine with no errors but "no transactions to download"
b) reactivated all the accounts: all download but for the new account:
no transactions to download (no error messages)
It's driving me nuts! I've wasted so much time working on this.
I'm concluding that the problem is not the number of online accounts
being excessive, but a problem with creating this specific account in
this Q file. Even working with a copy of the file (which I remember
reading sometimes solves problems) the same problem persists.
Just cannot figure out why this is happening.
I assume there is no way to merge 2 Q files? (The test one with just
that account that downloads correctly and the one with all the others
that will not download to this file).
The tech guys at SB are about ready to give up. I assume Q tech support
will not be of much help because unlike the SB guys they do not have
access to the SB side to see what is coming in or not when I connect to
them. So I'm stuck.
Jeff
John Pollard wrote:
> Jeff wrote:
>> Some of the previous ones were regular and several were IRA.
>> The new
>> one is an IRA, but in my many attempts at deleting and
>> recreating it
>> (to make it work) I sometimes created it as a regular
>> brokerage and
>> sometimes as an IRA. Neither way worked.
>
> I can't remember for certain, but I think this may matter. It
> defiinitely matters for 401k accounts, and it may matter for all
> retirement accounts. I would make sure the Quicken account had
> the appropriate type. [Or, to be more accurate: make sure the
> Quicken account is the same type SB is downloading.]
>
>>> You have 20 accounts at Smith Barney? [Or: How many accounts
>>> do you have at Smith Barney?]
>
>> Actually I do have 20 different active accounts at SB because
>> I use
>> different managers (each with their own account, and because
>> some are
>> my wife's and some are mine. (I also have some previous
>> inactive
>> accounts at SB).
>
> Just to be on the safe side, I would make sure all the
> "inactive" accounts are Deactivated for downloading in Quicken.
>
>> All are within the same Quicken file. All are
>> connected to a main account so that they all download
>> together.
>> Whether I click on "One step Update" or if open one of the
>> accounts
>> and then click on the "download transactions" button, all the
>> SB
>> accounts download at one time from SB.
>
>>> 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.
>
>> Over the years, I've added new accounts to that Quicken file
>> and they
>> always downloaded fine. So unless some recent Q program
>> update has
>> changed things, that should not be a factor - I think.
>>
>> Could there be a limit to the number of accounts Quicken can
>> handle in
>> downloads?
>
> Yes. I think that prior to Q2008 the number may have been
> something like 41; then I think that limit was increased (to an
> unknown number) in Q2008. I think Bob Wang was the one who
> documented the earlier limit and that Q2008 had raised that
> limit. [I can't remember whether the limit was on number of
> accounts that could be downloaded or number of accounts that
> could be activated for download.]
>
> But since you say you can't get the account to download even
> when you are only downloading your SB accounts, I don't think
> either the old, or new, Quicken limit on downloading accounts
> could apply.
>
> I can't remember whether you said you tried deactivating one of
> your old SB accounts, then trying the SB download. If not, that
> might help determine if the problem is limited to the new
> account, or is more general in nature.
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