Prompted to set up a new account when importing QFX [Edited]

mygolf

Every time I do an account download I am required to set up a new account. It does not let me download to an existing account. It does not matter what account or what bank. When this happens, I also have to set up a new web connection. And on some occasions, I lose some or all past history.

Quicken Kristina

Hello @mygolf,

Thank you for letting us know you're seeing this issue. When did this problem start? Which financial institution(s) is this happening with? What method are you using to download transactions (are you using One Step Update, or are you importing a file into your Quicken)? Is account history going missing, or do you have duplicate accounts with differing amounts of history?

If possible, please post screenshots of what you are seeing when you try to update your accounts, especially any messages or error codes you see.

If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

I look forward to your response!

mygolf

This happens everytime I do a download, just importing a file into Quicken. Not using One Step Update. The Quicken file I end up with is whatever on the current statement, losing all history back to Jan 1st. Problem started sometime in December last year.

I have a checking account and two credit cards with B of A and one credit card with Citi.

I tried to do a screen shot , copy and even save but the neither my Quicken download process nor the Qucken instructions will not allow me. During this process I have two options - create a new account or link to existing. I've tried both ways and found to get a proper download I have to create a new account. Today, when I did my checking account, the transaction download showed only transactions from 4/16 to 4/12. I lost all data from 1/1 to 4/11

mygolf

After doing all my downloads, I just went back and checked my my account on-line service status and now all accounts have been reset to automatic entry is on. First time I've noticed this happening. Now what?

Quicken Kristina

Thank you for your replies,

If you're adding as a new account every time, then I'd expect the history isn't missing, just in the original account and not the newly added account.

Typically, when importing a QFX file, you would want to link to the existing account. You mentioned you have to add as new to get a proper download. Could you please clarify what you mean by that? What happens when you link to existing?

Thank you!

mygolf

When I link to existing account, no download occurs and I get message (not exact language) that download has occurred in new account. Today was new twist. First I exited Quicken and restarted my computer. Then I tried to do a download from my checking account (for which there was two transactions that were applicable). Neither transaction got downloaded and message from Quicken was there was no transactions to download.

Quicken Kristina

Thank you for your reply,

The most likely things that could cause that no transactions to download message would be if the transactions had already been imported into Quicken (since, if Quicken detects it's already been imported once, it won't import it a second time), or if those new transactions weren't included in the file you downloaded from the financial institution (which can happen if they're still pending or if the date range of the file doesn't include the new transactions).

Have you checked to see if either of those is the reason you're getting that message?

mygolf

Well, it was a new import and the matching transactions (not cleared) had been entered into my Quicken file. Did dowload from anther bank and got the "create a new file" message again. I have deactivated/re-set up the accounts. Getting REAL tired of this whole process. Is there a way I can clear the accounts and start new without losing all my account/profile info?

Quicken Kristina

Thank you for your reply,

If you wanted to start new without losing account information, you could export the account information you want to keep, create a new Quicken file, then import your information into that new file.

It may also be helpful to contact Quicken Support directly by phone, since they have access to tools, like screen share, that may be helpful for walking you through the process of setting up and importing your information. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I hope this helps!