Quicken New user/ easy Question Online Accounts

You have virtually nothing to say about what transactions get downloaded. Zero to say if you use direct download (One Step Update). If you use web-connect to download, you *may* be able to make some choice about the matter by choosing from a date selection offerred at your fi's web site.

Basically this in the hands of your financial institution. (And you should never be able to get transactions that Quicken and your fi believe have already been downloaded).

Hi John,

You last statement bothers me...."should never be able to get transactions that Quicken and your fi believe have already been downloaded". In earlier versions of Quicken and my CU impletation of download - I mostly had problems reading WEB Connect - even if I followed (hopefully) my CU Instructions. Some accounts only download once a month (interest). Are you saying that we should go back to our FI to 'mark records as not downloaded'. Several accounts took months to resolve.

I am a Q2006 User and - no, it do not experience this problem today with this CU.

Thanks for your advise.

I wondered after I clicked Send if I should have used some other term/phrase besides "downloaded". If I had said "downloaded and accepted into your Quicken register", would you still be bothered by my statement?

What I was trying to convey, in a very simple way, is that each downloaded transaction contain a unique id. Once that particular transaction id has been successfully processed for that account, it *may* get downloaded again, but Quicken will know that it has already been Accepted and will not even show it to you. This is to keep you from getting the same transaction downloaded time and time again and having to process it in the Accept Transactions Into Register window every time.