What's new in Quicken H &B 2007?

Jo:

For me, the most important feature introduced in 2007 was Express Web Connect, which allows One Step Update of Web Connect accounts.

Bob

jo

Bob,

I know I should know what a Web Connect account is, but I don't. I have been downloading my usual way from Wachovia, Smith Barney, and Fidelity. Does this possibly refer to accounts like Visa? I can initiate a connection to the Visa site from within quicken, but still have to manually go thru the steps to download the data. Or maybe not?...

BTW, one thing that's different is the speed. It really drags on my ancient computer with 512Mb. I won't even tell you the architecture or chip speed out of embarassment. Every day my first thought is "you must get a new computer" but I so much don't want Vista that I'm dragging my feet.

jo

jo:

Yes, if you do a qfx download from a web site to Quicken, often that can be automated in Q2007 so the download behaves much like Fidelity's Direct Connect. Who issues your Visa?

Yup, I can understand how Q2007 would be sluggish on older computers. Vista has been great for me, on a new machine, of course. I think you may be pleasantly surprised when you do make the leap.

I'm awaiting the new Lenovo S10 to supplement/replace my X61s. That will be coming with XP Home, but with a 10" screen I don't think it would work as a primary machine.

Bob

Bob,

I know I should know what a Web Connect account is, but I don't. I have been downloading my usual way from Wachovia, Smith Barney, and Fidelity. Does this possibly refer to accounts like Visa? I can initiate a connection to the Visa site from within quicken, but still have to manually go thru the steps to download the data. Or maybe not?...

BTW, one thing that's different is the speed. It really drags on my ancient computer with 512Mb. I won't even tell you the architecture or chip speed out of embarassment. Every day my first thought is "you must get a new computer" but I so much don't want Vista that I'm dragging my feet.

jo

Bob,

It's a Chase Visa. Now where do I find out how to setup this kind of account so that it will behave like a Direct Connect account?

jo

Jo:

Log into your Chase Visa account. Go to the Customer Center tab. Then under Reference Center, click on "Activate Money, Quicken, etc."

Then deactivate your current Web Connect in Quicken. Re-activate for download and you should be on Direct Connect.

Good luck! Bob

Bob,

It's a Chase Visa. Now where do I find out how to setup this kind of account so that it will behave like a Direct Connect account?

jo

Bob,

It ended up being easier than that and by accident. I did my normal manual download from Chase and at the end of it, Quicken put up a screen asking me if I wanted to add it to the Direct Connects and walked me thru the entire setup process. I have two Chase cards and it handled both of them. This is an unexpected plus to upgrading. So much nicer.

I see either I still have a corruption in my file that effects saved reports or Quicken hasn't fixed whatever is causing this. There was a thread on this some time ago: I take an existing report, change the dates, save to a new report name in no particular folder. Go to look for the new report and it doesn't show up anywhere. However if I repeat the process, using the same name, it asks me if the old report should be replaced. I say yes and still don't see it. Bummer.

jo