Help! Trying to add a new ACCOUNT for downloading, but hit a screen limit!Q

"Andrew" wrote

It sounds like Quicken might not have a way to tell itself that it has already processed an online account but should not download it; chances are the process would work if you wanted to download all the accounts, so each online account would get assigned to a Quicken account and Quicken would know to exclude it from the second attempt to Activate accounts.

Why not try assuming that is the case: let Quicken create a new dummy account for the online accounts you don't want to download so hopefully the second attempt will show you unprocessed online accounts. After you have all the accounts Activated that you want to download ... delete the new Quicken dummy accounts you don't want.

Thanks John. That was a great idea - but it didn't work....but I commend you for that thinking - seemed good to me when I read it! Comng back to the selection menu still ended up with the same set of accounts, including all those I had just made 'dummy' accounts for that I was going to delete if your idea worked.

BUT - I did find out how to do it, but in a roundabout way. At least, so far, so good. Here's how - this might not work for everyone, since the fix was outside of Quicken and might not be able to be done by others if they have this same problem....

In my FI's **webpage** (when viewing accounts online with their web-based session), when viewing a particular account, there is a DOWNLOAD button, and you get to select what type of download you want (Microsoft OFX, Comma Delimited, QIF, etc.) ; there's even a Quicken OFX (!). So I used that while viewing this new account I wanted to establish (that only had my single $5 initial 'seed' deposit in it that I made Saturday), and lo and behold, it asked me what account in Quicken to associated this with (I had Quicken open in another window); selecting the new account that I had created worked, and upon a subsequent direct download, seems to be ok, and in the list after I view it via ONLINE SUMMARY. It also is listed as 'ACTIVATED' in the ACCOUNTs list for online access.

(I was in a chat session with someone from Intuit for over an hour, still not sure if she really understood what I was trying to do despite my quoting her the error message from Quicken THREE times!)

--------------- Regards -

- Andrew

To be clear....This might be misleading, It wasn't in the online access IE session that I got asked, I believe the focus got switched into Quicken and Quicken asked me which account to process the downloaded QFX.....

Bummer - I guess what this process all established was a 'Web Connect' , not direct connect. Now have to go to the FI website first and manuallly select the acccount and download. Doesn't automatically happen via the UPDATE process using stored PIN VAULT passwords. Probably all clear to those that have used Web Connect before, but this was my first time.

So in essence, I still have a problem with trying to establish the correct account within Quicken to use it via Direct Connect. I'll try calling Intuit again - maybe during daytime, I'll get someone who knows how this works!

"Andrew" wrote

I knew your "successful" procedure was going to produce a web-connect download, but I thought you knew that and were happy ... so I said nothing.

Who is the fi? Are all your accounts with them what Quicken calls "cash flow" accounts: checking, savings, credit card? How many total Quicken accounts (all fi's) do you have activated (have you successfully activated) for Direct download?

Have you tried Deactivating *all* your accounts with that fi, then Activating one. That should offer you the opportunity to match at least six Quicken accounts. Then try to Activate one of the remaining Deactivated accounts.

Alternatives: a.) with no account Activated, try making your first Activate attempt on one of the accounts that has never appeared as a match choice before b.) try a Validate on a Quicken "Copy" of your data, then try the setup in the validated copy. c.) call your fi

John - thanks for these tips. I figured I'll wait until I get Q2007 and see what new abilities it had advertised to setup online accounts meant. If you check out the link that Rick Hess nicely supplied today

Here's the 'fix' - and it probably would have worked in Q2006 too, but I just got this 'brilliant' idea after I installed Q2007.

(Again, the problem was that I had a slew of accounts at a particular FI (mostly bank accounts and CDs, each of which is a 'separate account at the FI and are actually owned by other family members that I track in their totally separate Q fileset), and I couldn't seem to get past the Q screen that asked me for 5 or 6 accounts which I could never seem to get past.)

The "fix" was to indeed set up a dummy account in Q for each one that Q asked about (named them T1, T2, etc.). Then indeed when I went back into account setup, the 'others' that I hadn't set up where there in the next list Q provided from my FI. Looks like one has to satisfy Q's craving for each one to have an account before it would go on to others. Then, I simply deleted the test ones.

--------------------------------------------- Regards -

- Andrew

I would very much like to know if Q2006 (and previous versions) would work the same way.