Downloading financial data

May 25, 2005 0 Replies

I'm using Q2003 H&B. I download data from one credit card. Typically, the scenario is like this:


- I go to the site and download the current statement.


- This places a QFX file on my hard disk


- I execute the QFX file and it goes online and downloads the statement


- I open Quicken and open the register for that card


- The downloaded transactions appear at the bottom of the register waiting to be reviewed.


- I accept them, and they are integrated into the register



After migrating to a new PC, here's what happened the first time I downloaded transactions.


- It created the QFX file


- I executed the QFX file and it seemed to download the transactions


- I opened Quicken and got a message something about Quicken not being the default handler for Web Connections.


- I clicked OK to make it the default, but the transactions never appeared.


- I went back to the site and the transaction history had been set to the current date, as if the previous month's data had in fact been downloaded.


- I tried re-downloading the previous month's transactions, but they still don't appear in Quicken.



Any idea what's going on?



Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required