Problem setting up Principal 401k download

I hope you didn't upgrade to Q2006 just to "fix" this problem; there is no Quicken problem, nothing to reset.

Your financial institution (Principal) only offers Web Connect downloads; all Web Connect downloads require you to logon to the fi's web site and initiate the download from there. The specifics for initiating the download vary from fi to fi, but the general rule is the same: logon, navigate to the "download to Quicken" button, and initiate your download.

(The very first time you initiate a download from a Web Connect web site, Quicken will activate your online services with that fi.)

Ah, it all makes sense now.... Thanks very much! All appears to be working as it should.

And no, the update was not to fix that specific problem, though it would be very nice if the transaction download worked automatically, rather than this web-connect thing.

Ah, it all makes sense now.... Thanks very much! All appears to be working as it should.

And no, the update was not to fix that specific problem, though it would be very nice if the transaction download worked automatically, rather than this web-connect thing.

Thanks again,

Brian Glass

"Brian" wrote

There is another - clearly better - download method which is available from some financial institutions called "Direct Conect" ... or One Step Update in Quicken. Some fi's do not offer it at all; some fi's only offer direct connect; some fi's offer both. Some fi's charge for direct connect ... some do not.

You can see which fi offers which method in your Participating Financial Institutions List in the Online menu. You would have to check with the individual fi to see whether they charge for direct connect.