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Security foul-up

(Now Q08Dlx on Vista Ult. 32-bit.)

PROBLEM: Qkn fails to recognize an existing security on weekly downloads from FI and in certain droplists.

Since Q06Dlx on Win2000Pro, Qkn fails to recognize certain securities exist and on new position and/or transaction downloads wants to pair up with "closest" security. When I chose ADD (only other option), Qkn recognizes existing security and won't proceed. I delayed trying to solve by accepting the download to a "new security" named [oldsecurityname + letter (i.e., a,b,c...)].

Today decided to solve by editing all transactions and placeholders individually and typing in [oldsecurityname], which does not appear on drop list. Then I deleted the extra [securities+letter] from the security list.

Now, as soon as I try to open an investment account, Qkn identifies [oldsecurityname] as something new, and I have had to use Task Manager to close Qkn, as there are only two options: pair with a "recognized" existing security or add as new, at which point it does recognize a security with same name.

SUGGESTIONS, PLEASE?????

Thanks

Al

Reply to
Al
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I'm not sure I follow everything that you have done, so I may not have the answer you need. But I believe you can try my suggestion with impunity ... especially if you backup first.

Open the Security List and Edit the security that is not being correctly matched to. Uncheck the box labelled "matched with online security".

The next time you download (it may require that there be a downloaded transaction for the security in question, I forget), you should get another opportunity to select an existing Quicken security to match, and the security that is no longer "matched with online security" should be in the list to match to.

Reply to
John Pollard

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