downloading transactions for only one account?

Posted by Jeff on January 7, 2008, 4:36 pm

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I have Quicken 2006 Deluxe in which I have several active investment
accounts with Smith Barney. It 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?

Jeff

Posted by John Pollard on January 8, 2008, 10:43 am

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Jeff wrote:

> I have Quicken 2006 Deluxe in which I have several active

> investment

> accounts with Smith Barney. It 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.

--
John Pollard
First initial underscore Last name at mchsi dot com
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Posted by Jeff on January 8, 2008, 5:07 pm

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> Jeff wrote:

>> I have Quicken 2006 Deluxe in which I have several active

>> investment

>> accounts with Smith Barney. It 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

Posted by Pam on January 10, 2008, 10:24 am

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> > 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

Posted by gk on January 10, 2008, 11:55 am

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> ...Is there

> a way to have Quicken only download new transactions of one investment

> account without the others?

AFAIK, you can do that by de-activating other accounts in Quicken.
However, you'd likely see pop-ups asking if you want to download
additional data.
Of course, you'll need to re-activate those other accounts later when
you're ready to download their transactions.