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Quicken Classic for Windows
Investing (Windows)
Principal Financial - importing into his and her investment accounts
R meyer
My wife and I have 401k accounts with principal financial. I have separate accounts in quicken. How do I designate what account the transactions are imported into via QFX file. They all seem to import into my brokerage account versus hers in spite of having her register open.
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Accepted answers
Quicken Sarah
Hello
@R meyer
Thank you for taking the time to share your question with the Community, although I apologize that you have not yet received a response.
When importing a .QFX (Web Connect) file in Quicken for the first time, a dialogue window should open asking you if you are creating a new account or linking the data to an already existing account in Quicken.
If linking, the account information contained in the .QFX file is linked to the account name in Quicken and this is how the specific file is designated to the correct account for this import and each import going forward.
If this dialogue window is not appearing, I would recommend going to the Tools menu > Account List and clicking the "Edit" button to the right of the account name. In the Account Details window, select the middle tab for "Online Services".
Does each account with Principal Financial show a "Deactivate" button with "Web Connect" listed as the connection method?
If so, select deactivate for each of the Principal Financial accounts, and the next time a .QFX (Web Connect) file is imported into Quicken, the dialogue window will open, allowing you to link the data to the correct account.
I hope this information is helpful and please let us know if there are further questions/concerns.
Thank you,
Sarah
All comments
Quicken Sarah
Hello
@R meyer
Thank you for taking the time to share your question with the Community, although I apologize that you have not yet received a response.
When importing a .QFX (Web Connect) file in Quicken for the first time, a dialogue window should open asking you if you are creating a new account or linking the data to an already existing account in Quicken.
If linking, the account information contained in the .QFX file is linked to the account name in Quicken and this is how the specific file is designated to the correct account for this import and each import going forward.
If this dialogue window is not appearing, I would recommend going to the Tools menu > Account List and clicking the "Edit" button to the right of the account name. In the Account Details window, select the middle tab for "Online Services".
Does each account with Principal Financial show a "Deactivate" button with "Web Connect" listed as the connection method?
If so, select deactivate for each of the Principal Financial accounts, and the next time a .QFX (Web Connect) file is imported into Quicken, the dialogue window will open, allowing you to link the data to the correct account.
I hope this information is helpful and please let us know if there are further questions/concerns.
Thank you,
Sarah
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