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Posted by Pam on January 10, 2008, 10:24 am
Please log in for more thread options > > Jeff wrote:
> >> I have Quicken 2006 Deluxe in which I have several active
> >> investment
> >> accounts with Smith Barney. =A0It seems that when I have one of
> >> these
> >> accounts open and then click on the button at the bottom of
> >> the page
> >> to download transactions, Quicken downloads all transactions
> >> for all
> >> accounts that I hold with Smith Barney not just for this one.
>
> >> Is there a way to have Quicken only download new transactions
> >> of one investment account without the others?
>
> > I don't think so: I think Direct Downloads always download all
> > accounts at a given financial institution that have the same
> > logon.
>
> > I think the only way it would be possible would be if the fi
> > offered Web Connect downloads AND allowed the selection of
> > individual accounts for those Web Connect downloads.
>
> > Smith Barney doesn't offer Web Connect Downloads.
>
> > USAA offers Web Connect downloads, but they always download all
> > investment accounts in a given Web Connect download.
>
> > Vanguard offers Web Connect downloads, and they offer the
> > ability to select any combination of accounts to download for a
> > Web Connect download.
>
> Thank you.
>
> Jeff- Hide quoted text -
>
> - Show quoted text -
Jeff,
Here's another way.
Deactivate direct connect for all accounts within Smith
Barney except the one you want to download to.
Do the download to that account.
Reestablish the other accounts as needed.
Pam
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