Q07 - Cannot place downloaded transactions in correct accout

Mar 29, 2007 1 Replies

Is there a solution to this problem? When I try to update recent tranactions in an IRA account, the Quicken account where the data needs to go is not among those listed in the "Use an existing Quicken account" drop-down box. This happens whether I try to do the update online, or if I download the .qfx file and do it. The account is named "My IRA" and has two other mutual funds in it - the Vanguard fund was added last year. Could it be because the initial two funds are configured as American Express funds? Thanks.


You have likely mixed several accounts in the real world into one account in Quicken. You should have one account in Quicken for each real world if you are expecting to download transactions otherwise the downloads will not map properly;

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