Investment download problem

Jan 02, 2006 1 Replies

I've got a problem I've never had before. Any ideas out there how to get through this one? Below is a description of what happened:



a) I rebalanced my 401 K account, and 98 transactions subsequently came down when I downloaded my transactions (FYI -- there were so many because each transaction results in multiple transactions as before tax, after tax, employer contribution, etc. is tracked separately).



b) When I click on my 401 K account in Quicken, I get error message "Quicken has detected transactions that require additional information before they can be accepted into your account. To accept these transactions do the following: 1. Click OK to dismiss the dialog. 2. Click on Sold or Removal transaction to select it. 3. Click the accepted button associated with the transaction. A wizard will quide you through the process."



c) I click on the OK buttom and after a while the same error message in b) reappears. I click it again, and the same message reappears, etc.



Hope someone can help. I'm stuck!



Myron



I can't tell what exactly is happening in your specific case; all I can do is to give you an idea how the process normally works.

When you download certain investment account transactions, Quicken can not accept them without having you tell Quicken some specifics about how to handle them: Sell transactions fall into this category.

When you download a Sell transaction, Quicken requires that you process it individually ... Quicken requires that you process EVERY Sell transaction individually. If you download 10 Sell transactions, you will have to select each Sell transaction in the "Accept transactions into register" window; then "Accept" it ... you can never use "Accept All" to Accept Sell transactions. (There may well be other such transaction types that require being Accepted individually).

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