Bank Doesn't Show In Download List

Quicken Premier 2007 - Although my bank appears in the list of participating financial institutions, the account I have set up in Quicken does not appear in the list of institutions available for downloading updates and the summary page says it is not available for download. This makes no sense. As an additional piece of information, this account was previously with another bank and when I moved the money, I simply changed the name of the account to the new bank name. Could this have anything to do with the problem ? If not, what's left to do to get the information to download ?

Reply to
Jan Groshan
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"Jan Groshan" wrote in news:OaWZj.409$ snipped-for-privacy@flpi146.ffdc.sbc.com:

You may have to delete all on-line info in that Quicken account, then fill in the appropriate new information.

As an alternative you could set up a new account for the new bank, then just make a "final transfer" of the balance from the old account. But before you do that:

1: First reconcile your old account to a known date and balance. 2: Then download all transactions into the new accouunt from the new bank's on-line system. 3: Then delete all transactions that were downloaded that date before your reconcile date (maybe leave a few days' worth in to allow for overlap). 4: Now make the transfer of the last balance inyour old account, and delete any opening balance that was generated or entered.

I believ (emmphasis) that this should work, if you can et downloading to work.

Reply to
Han

Did you establish online banking and bank downloading with the new bank? Some banks require this before quicken will recognize the account.

Also, deactivate the online service within Quicken for the old account and reactivate it using the new account login info.

Reply to
Laura

Not sure I understand, the new account will have new and different username/password to access the account as well as account numbers and other info that applies to the new account. Just renaming the account will not change the access info. You will need to set up the access with the new bank before quicken can access the account.

Reply to
Marty K

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