I have just installed and setup Quicken 2006 and I have a problem with my download transaction from ING Direct. I have multiple savings accounts with ING which download correctly. I also have my mortgage with them. When the qfx file gets to the mortgage it identifies it as a line of credit and wants to create a new account. I would like to point it to my existing mortgage account but the "use and existing account" button is grayed out.
Any thoughts?
Todd
Quicken doesn't have a line of credit account; if ING is sending that type of account, I doubt there is anything you can do. As far as I know, you can not tell Quicken to use a different account type than the type that is being downloaded. And even if Quicken had a line of credit account, that would not be the type of account Quicken would assign to a mortgage loan. This may change in the future I suppose.
Not sure what the value of downloading a mortgage account is though: Quicken can almost always get it right with no help.
Quicken has no mechanism for downloading data into mortgage or any other liability accounts for that matter.
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