| >> Then try to download transactions again. | >> -- | >> John Pollard | >> First initial underscore Last name at mchsi dot com | >> Please reply to newsgroup | >
| >
| > Thanks, John. | >
| > Went to Online Center, held down CTRL and F3 keys and clicked | > "Contact | > Info". A screen popped up stating: | >
| >
| > FI Action Required | >
| > Financial Institution: | > SunTrust (this is highlighted and is the only listing, which | > is my | > bank) | >
| > Current Status: | > Branding needs updating | > Profile needs updating | >
| >
| > To the right of the above text is a Delete and a Refresh | > button. | > Below the above text is an OK button. | >
| > I clicked Refresh, OK. Did another One-Step Update w/o | > anything | > selected. Tried the Download Transactions again and STILL the | > old | > webpage loads. | >
| > Poked around a bit and noticed that under Online on the Menu | > Bar, is a | > selection titled Online Account Services Setup. Maybe this is | > why I'm | > having problems? Because I haven't "officially" setup this | > account | > through Quicken? | | Yes; both Mike's and my response did assume that "Transaction | Download" was "Activated". (Though if you are using Web-Connect | for the account - as your posts indicate you are - the account | would not be "Activated" until the completion of your first | successful download of transactions into the Quicken "Accept | transactions into account" window. | | > Anyway, I went through the steps to sign up and at | > the end, was directed to contact my FI. Which is what I plan | > to do | > Monday, I guess; unless I'm on the wrong track and you have | > some | > other ideas. Also, the wrong bank account was listed here. The | > first | > account listed is a dummy account I use as a clearing account | > for | > transfers between my business and personal accounts (sole | > prop). | >
| > I don't get it. | | > I can download transactions directly from their | > website outside of Quicken,
--------------------------------------- | | You could *download* transactions from an fi's web site even if | you didn't own Quicken. Getting them into Quicken should be a | different matter. | | If you have downloaded using Web-Connect and successfully | processed the downloaded transactions in Quicken before (no | matter whether you initiated the process from within Quicken or | at the fi's web site), your Quicken account *should* have been | Activated. | | But perhaps because you have the wrong account number - but the | correct financial institution - setup in Quicken, the process | did not work quite as designed. | | Quicken must be able to access your financial institution before | it will allow you to "import" (or process) a downloaded file of | Web-Connect data (you could save the file to your hard drive and | use File > Import to have Quicken process it). Maybe Quicken | could access your fi - so allowed the download/import - but | could not match the Quicken account number to the fi account | number, so did not Activate the account. I don't recall anyone | ever reporting your particular problem before.
At SunTrust's webpage, I can choose to download transactions for a particular account I'm viewing. I can then choose Last Statement, Current Statement or Since Date. Then choose from formats (programs) of Excel, MS Money or Quicken for PC or Mac. I hit Submit, and Quicken is opened and the transactions are downloaded into the "Accept transactions into register" window. Quicken then closes. This is automatic, very fast and accurate.
| | You could try entering the correct account number in Quicken and | doing another download from the fi's web site (or using the | Participating Financial Institution list to initiate an account | activation). If things are working correctly, during the | process, Quicken should ask you which Quicken account the | transactions are for; in order to be able to select that | account, it must be "Deactivated" when you initiate the | download. If you finish processing downloaded transactions and | the Quicken account is "Activated", you should be good to go. |
I'll fool around with this some more and see what I come up with. Thanks so much for your time, John! (My newsreader seems to be working now, too)
-- Summer (no email)
| > but I have to contact the bank to get the | > downloads to work from within Quicken? | | Some fi's expect this, some don't (though I have found it rare). | | -- | | -- | John Pollard | First initial underscore Last name at mchsi dot com | Please reply to newsgroup | |