Amex download charges as payments

Fred:

I didn't have any Amex Direct Download transactions today, but Discover worked fine. However, my Citi Business account downloaded a charge as a payment, I just manually edited it.

I don't recall that EVER happening before.

May I inquire as to why you prefer QFX to Direct Download for Amex?

Bob

I deleted all (one by one, as Q does not have a delete all for these situations .. don't get me started on their lousy programing) and then downloaded and saved the .QFX file. Then I imported the QFX file with the same reversal of data. I repeated this but downloaded a QIF file which was OK.

Anyone know what's happening?

This was happening to me for about a year and there was a good deal of discussion on these boards on how to remedy it. It seems unique to AMEX. I believe I solved it by going to the "Overview" tab behind the Amex register, deactivating AMEX's online features, and then logging into AMEX via a seperate browser (not within Quicken) and downloading my AMEx transactions. Quicken then asks you to assign the transactions to an account (pick AMEX obviously). It then seemed to work okay.

Mitch Mackler

Bob Wang wrote:

"Bob Wang" wrote in news:zLGdnVcDM49jQyzenZ2dnUVZ snipped-for-privacy@comcast.com:

because,I haven't figured out how to direct download

Fred:

I find Direct Connect to be MUCH more convenient than Web Connect and QFX. I don't know if you can just deactivate and re-activate to enable Direct Connect.

A kludge would be to create a new account with Direct Connect from the very beginning, and copying all your old transactions over to the new account.

Bob

because,I haven't figured out how to direct download

I believe that this is how you would handle it.

But whether it succeeds will depend on whether your specific account qualifies for direct download. For example: BofA offers both web-connect and direct downloads; but not all BofA account holders qualify for direct connect. I do not know whether Amex offers direct download to 100% of its customers.

"John Pollard" wrote in news:cy%sf.442267 $084.292396@attbi_s22:

Thank you both - it worked as indicated: deactivate and reactivate. FYI (and for other old newbies) the problem was Q asks for a "PIN" - my accounts are set up with an user ID and a "password". PIN = password. This did not work in previous versions when I tried it. Beyond that, there seems to be a local PIN vault and a file of Pins saved with Quicken. Not clear to me although everything works fine. Nevertheless, I am concerned about saving passwords on Q's website ... very dangerous if they are hacked. Also, I understand all the download data somehow passes thru Q's website ... more nervous.

But, ty both for great help. Much easier now for all my accounts.

The Pin Vault is in your Quicken file on your pc; not at Intuit's web-site.