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Adding a new account with same financial institution

This is just a note in case somebody else has this situation:

T. Rowe Price, like some other FIs, uses a different account number for each fund instead of one account number for everything you have with them.

Therefore, using Q'06, when one adds a fund (an account) which uses online downloading one must first disable online downloading for all of the other accounts from TR Price BEFORE adding the new one.

If you do not do this first then during the process of adding the new account, when you are required to associate all account numbers to existing or new Q accounts, the process cannot be completed.

One would think that Q programmers would have made the process automatic for existing Q accounts that have the FI account numbers in their records already.

Eric

Reply to
Eric Bloch
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existing Q accounts that have the FI account numbers in their records already.

There are a few assumptions in your statement -- all of them provable false:

  1. Intuit cares about their customers and how they use their software.
  2. The developers of Quicken actually use the software.
  3. Intuit has a QA area/department that tests new versions before release.

"Eric Bloch" wrote:

fund instead of one account number for everything you have with them.

downloading one must first disable online downloading for all of the other accounts from TR Price BEFORE adding the new one.

when you are required to associate all account numbers to existing or new Q accounts, the process cannot be completed.

existing Q accounts that have the FI account numbers in their records already.

Reply to
Stewart Berman

"Stewart Berman" wrote

Let's see the proof.

Reply to
John Pollard

downloading one must first disable online downloading for all of the other accounts from TR Price BEFORE adding the new one.

I have Q05 and I don't have to do that for my TR Price accounts.

Reply to
Charlie K

downloading one must first disable online downloading for all of the other accounts from TR Price BEFORE adding the new one.

I have Q05 and I don't have to do that for my TR Price accounts.

Reply to
Charlie K

downloading one must first disable online downloading for all of the other accounts from TR Price BEFORE adding the new one.

I have Q05 and I don't have to do that for my TR Price accounts. ==============================May have to do with the company involved ..one of my mutual fund companies requires that each fund be setup individually. The rest found all of them the first time I setup and continue to do so when changes are made. (And of course, some don't offer online download at all!)

Reply to
Debbie Becker

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