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Subject Author Date
pin vault and new usernames Jeff 02-08-2007
Posted by Jeff on February 8, 2007, 8:58 am
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 Using Quicken Deluxe 2006 in Windows XP

I needed to change the username (not the password) for my broker. How do I
tell the pinvault about this?

When I changed the username by editing the accounts for that broker, Quicken
forced me to remove that account from the pin vault - which I did. How do I
now "re-add" the removed accounts with the new user names to the pin vault?
Cannot find that info in help.

Jeff



Posted by John Pollard on February 8, 2007, 9:19 am
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 Jeff wrote:
> Using Quicken Deluxe 2006 in Windows XP
>
> I needed to change the username (not the password) for my
> broker. How do I tell the pinvault about this?
>
> When I changed the username by editing the accounts for
> that broker, Quicken forced me to remove that account
> from the pin vault - which I did. How do I now "re-add"
> the removed accounts with the new user names to the pin
> vault? Cannot find that info in help.

"Adding" an account to the Pin Vault occurs automatically when
you "Activate" the account for transaction download. When you
Deactivate an account for transaction download - as you must do
to change the user-id - you cause the account to be removed from
the Pin Vault.

Just "Activate" the account again.

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



Posted by Jeff on February 8, 2007, 9:37 am
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John Pollard wrote:
> Jeff wrote:
>> Using Quicken Deluxe 2006 in Windows XP
>>
>> I needed to change the username (not the password) for my
>> broker. How do I tell the pinvault about this?
>>
>> When I changed the username by editing the accounts for
>> that broker, Quicken forced me to remove that account
>> from the pin vault - which I did. How do I now "re-add"
>> the removed accounts with the new user names to the pin
>> vault? Cannot find that info in help.
>
> "Adding" an account to the Pin Vault occurs automatically when
> you "Activate" the account for transaction download. When you
> Deactivate an account for transaction download - as you must do
> to change the user-id - you cause the account to be removed from
> the Pin Vault.
>
> Just "Activate" the account again.

Thank you.

Jeff



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