I am thinking upgrading from Quicken 2002 H&B. My banks provide QFX files. The way I've been using these is to logon to their web sites directly, download and save the qfx files, then double-click on them to open Quicken and import.
So, would I be able to continue doing this even after online services expire? I don't seem to be using any of their services with what I do. Thanks very much.
Online services for Quicken 2002 expired in April 2005, so I'm not clear what you are asking.
The method I describe is how I import by banking transactions today using Q2002 H&B. It works fine. The expiry had no affect on this method.
So my question is, would this method continue to work for Q2006 even after services expire? It seems like it should. Thanks.
If you upgrade to 2006, you can no longer use QFX files. However, your bank might allow for auto updates by pressing one button. Just depends if your bank has signed on to the process.
This just isn't so.
The process the op is talking about is called Web-Connect, and it is just as available in Q2006 as it has ever been ... with absolutely no restrictions. It is possible you are thinking of importing QIF files; the important question for this discussion is whether the op is talking about importing QIF files - as opposed to the claimed import of QFX files (a Web-Connect import).
The original post (and the follow up) indicate the op is doing something that should not be possible. The proscription on downloading for older versions of Quicken (and applicable to Q2002) covers both Direct downloads and Web-Connect downloads. As far as I know, it is not possible to do either with Q2002 (I just confirmed that my Q2002 can not do a Web-Connect download).
I thought the original question had to do with .... a user being able to download a QFX file that is then imported into Quicken (2005 & older versions). Older versions can import an independent QFX file that was downloaded from an online service.
I'm just pointing out that Quicken 2006 does not imports QFX files, as version 2005 and older did. Quicken 2006 will import a QIF file. Yes the web connect has always been available which the original user is not taking advantage of (either because they don't want or the bank will not allow the service). What ever the reason is, they are now importing QFX files which Quicken 206 will not do.
My mom has a credit card through a bank that will not allow the web connect option either. And without QFX files (that the bank allows), we now have to do it manually (since I'm using Q2006). The bank does not provide QIF Files that Quicken 2006 uses.
Overall, the Web Connect option is expanding into more and more areas.
Yes, that is what the original question was about. When you download a QFX file, you have two choices: you "open" it, in which case it will start Quicken, if Quicken is not already running, then automatically import the file into Quicken; or you can "save" the downloaded file to your hard drive, then start Quicken, then do File > Import > Web-Connect file ... and import that "QFX" file that you just saved to your hard drive. Both processes constitute Web-Connect downloads - both processes are available in Q2006.
[Note: it is possible to avoid being given the "choice" I mentioned above; it's possible to have Quicken not ask you the question that gives you the choice to "save" or "open" the downloaded QFX file (when you don't get the choice, the downloaded file is not saved, but automatically opened) ... but that does not negate the fact that QFX files are the product of Web-Connect downloads, nor the fact that QFX files are imported from your hard drive by a "Web-Connect" import.]You have this backward.
I just this minute imported a QFX file from my hard drive into Q2006 Premier.
It is QIF files that Intuit has restricted the importation of ... NOT QFX files.
(But you can also still import QIF files; just not as easily as you once could).
You really do need to go back to square one and get your facts straight; you are publishing incorrect information.
I think John is more on track here. As I said in my OP, I save to disk my bank's QFX (definitely QFX - not QIF or OFX or anything else) files. Then, I double-click them. Q2002 starts if it has to, then shows me the web connect graphic, then loads my transactions for acceptance. I have always done it this way and never bothered to get into accessing directly thru Quicken.
I didn't think it was relevant, but I'm in Canada using the Canadian
2002 H&B editi> JCO wrote:
That's fine. I'm just telling what my menu says. I will stay out of it from here on out. Good luck in your decision
That is weird, if you just imported QFX file. Like I said, I have a Visa Card Bank statement that I do manually because they have QFX files and mine will only do QIF. I use Quicken 2006 Premier.
Do you use: File->Import->QFX File? Mine says: File->Import->QIF File.
I don't do the File->Import, I double-click the file. I guess that's the same as File->Import? I'll try a test and post. By the way, my version doesn't give me QFX or QIF as an import option - just WebConnect (ie. QFX). I thought I should have QIF as an option though. I installed a 2002 product update from their web site - maybe that took it away.
Try File > Import > Web-Connect File
I figured it out. I posted note earlier
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