one step

"Vault?"

YES Vault, the place in Quicken where you safekeep your account passwords. AKA step 1 of one step update.

Unless things have changed from 2008 to 2009, you're not referring to the Password Vault, you're referring to the "One Step Update Settings" display.

It's displayed, prior to the actual update, so you have the choice to include or exclude specific accounts in the OSU.

(Sorry if this is a duplicate post... I'm having problems with my news server.)

We are saying the same thing. The settings display opens after putting in vault passwords.

Correct for the upper 2/3 of screen but the lower section of that same screen suggests that they are available for one step update and gives me a place to activate. PS dosn't seem to be a duplicate post. thanks

What, exactly, is the problem you're having?

Here's what my "One Step Update Settings" display looks like:

Here's a better shot, without all the surrounding fluff:

Let me get back to basics starting with this post as stated above: I have no problem, all works fine. I wonder if I am missing something because the settings display, which opens immediately after entering vault password in one step update, shows all my accounts set for updating then in the lower portion of that display it tells me they are available for one step updating and offers me a location to activate that. I have the same screen that notan posted but he only shows the upper half. It is the logic of the lower half that I am wondering about. IE: offering activation of something that is already activated.

Mel

Mel:

If you go to your account list, you'll see a list of account connections that can be "improved" Those are probably the accounts that are at the bottom of your One Step Update window.

e.g., I have Web Connect accounts that theoretically could be Express Web Connect. I have EWC accounts that could be improved to Direct Connect, etc.

hmmm - interesting - just looked at my Q2009 update screen - and the bottom portion does list a few of my institutions...

2 - there was one - Schwab - that I'm already setup for Direct Connect, and yet it was listed ?? Maybe it is the "banking" side, with the linked cash account... as it appeared that way when I followed the links to "Setup Online" services. BTW - the transactions all get downloaded just fine to the brokerage + linked cash account.

I can't give you chapter and verse because, as far as I know, there is no documentation about this. But in my experience, those entries are not a problem.

What I think those entries represent are combinations of financial institutions and customer-ID's (even if blank) that were once used in an attempt (successful or not) to setup downloads for a financial institution - but which are not currently activated.

I have several of those entries for financial institutions where I was forced (by the fi) to change my user-id ("Customer ID", in Quicken): I think those entries are the ones for my previous "Customer ID" with those financial institutions. I even have one entry for a financial institution where I have never had any accounts, but which I once initiated a download setup for (then stopped at the point where I could not provide the required information).

I have no idea why Quicken puts those entries there, but as I said; in my experience they are harmless ... I ignore them.

Maybe it's this... In my OSU I have 12 entries that update (they appear in the top part of my OSU Update panel - mixture of Direct and EWC.) In the bottom part of the panel (I have to scroll down) I have 9 entries listed, most (but not all) are for FIs that appear above and they have the "Activate for One Step Update" Option (even though an FI is listed above as a OSU entity. The trigger I think, at least in my case, is an account I might have at the FI that is not Direct or EWC able but is, instead, one that I might make a manual connect to d/l. I think the list at the bottom is saying you have connectivity at an FI but an account is not part of the set... Just what it looks like to me but I long ago topped even noticing it.

"Mel" wrote in news:4ba25be9$0$22122$ snipped-for-privacy@news.sonic.net:

My bottom part contains mostly old FIs that I do not use anymore, or current ones that I choose not to use.

What still ticks me off is the summary after all is done that should NOT show unles there is an error. For me it always shows, and I'd rather not have to close it.

Bob will check out to see if they are accounts that can be improved. Thank you for this helpful idea. Mel

Thanks to all who replied. It seems that no one is sure of Quickens intention and most just ignore it. Since its working OK I will accept that reasoning after trying out Bob Wang's idea of better connection. Guess I am just picky about loose ends and Quicken has many subtle ones 'like this one" Appreciate all your help Mel