Web connect trouble

Is this plain Web Connect, or Express Web Connect?

So I log onto the banks' site

What bank? In case others using that fi have already "solved" the problem.

Is the new screen for security purposes?

Does your browser allow popups from that specific url?

What happens if you leave the account de-activated, logon to the fi's web site from your browser, and initiate a download from there?

} Bernie Cosell wrote: } > This with Q2009D: After months of no problem, Quicken starts telling } > me that there's a "popup" that's preventing it from doing a web } > connect. } } Is this plain Web Connect, or Express Web Connect?

Don't remember and I don't think I can check now that the acct is deactivated... I *think* it was Express Web Connect.

} So I log onto the banks' site } } What bank? In case others using that fi have already "solved" the } problem.

Stellarone..

} > and there does seem to be a new screen, } } Is the new screen for security purposes?

Just wanted me to set up a challenge question. Once I did that the new screen went away.

} > so I deal with that and log back into the bank's site } > just to confirm that things are now smooth.. and they are... } >

} > So i go back into quicken and it *STILL* says it can't log in. } Does your browser allow popups from that specific url?

I think so... I'm pretty sure that I'm not suppressing anything in my browser that Q would be running into, though

} > Then I get an error: "We're sorry but we had a connection error. } > Quicken can't download your info right now". } } What happens if you leave the account de-activated, logon to the fi's web } site from your browser, and initiate a download from there?

I don't know -- I can try that. Jus to double check: when I go to the website, the proper options are: download range -- since last download download format -- Quicken (QFX)

Then I don't even have to have quicken started up: I can just double-click on the QFX file and it should all work?

tnx! /b\

Those multi-factor-authentication steps are the ones that screw up Express Web Connect downloads.

It *should't* matter if the date range includes transactions you've already downloaded. If the fi is doing their job, every transaction has a unique identifier and Quicken remembers that identifier for every transaction you download (even if you don't "Accept" the transaction). So you can have transactions in the downloaded data that were downloaded previously, and Quicken should never present them in the "Accept transactions ..." window.

Yes, if the QFX extension is linked to the Quicken Launcher (qw.exe). But if that link isn't present (or correct), you should still be able to start Quicken before you start the download, and have Quicken process the QFX data. Quicken knows that QFX files contain its data (so you can import QFX files even if Windows doesn't know anything about the QFX extension), but Windows doesn't know what to do with a QFX file unless you tell it.

Also be aware that if Quicken is not already running, it will most likely open the data fileset you had open when you last exited from Quicken; and that may not be the data you want the downloaded transactions applied to. If you start Quicken yourself, you can guarantee to have the correct fileset open.