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Mac Forum / Applications / Mac Applications / July 2005Quicken 2005 constantly "updating your list of participating financial institutions"?
Hi, I upgraded from Quicken 2003 to 2005. I now feel that this was a big mistake. I am very basic in my Quicken use. Just Direct Connect downloading of my Wells Fargo checking/savings transactions. That's it. In Quicken 2003 (and going all the way back to 2000) I would click Download, a box popped up asking for my PIN, and then my transactions downloaded. Perhaps a few times a year (2 or 3 max, it seemed) I might have some other type of download occur first, but it was rare. Since upgrading to 2005, I click Download, and more often than not, before I am asked for my PIN, I am informed that Quicken is "Updating my list of participating financial institutions" and then another that Quicken is "Updating my data file with information about my financial institution" and then FINALLY I am prompted for my PIN an can download my transactions. What does Quicken think....that I am always looking for new banks to open accounts at? This happens several times a week. Seems like 2 or 3, and it's driving me crazy! I don't need to have my wait time more than doubled for the updated list because I'm not going to open any accounts at any other banks. Has anyone else experienced this? I skipped 2004, so I don't know if it happened in that version as well. Any clue on how to stop this? Thanks! -W. > Any clue on how to stop this? Set it to automatically check/download your account DAILY. As long as you don't go more than 24 hours between checks, Quicken 2005 will not insist on 'updating' its worthless financial institutions list! Intuit SUCKS!  SignatureThe New OS X Guy <Guy@com.org.gov.net.invalid> Churchill's Commentary: Man will occasionally stumble over the truth, but most of the time he will pick himself up and continue on. This is a problem I have been dealing with as well. Very frustrating. I was using version 2004 before without any problem. I "talked" to Intuit about this problem and was connected to a tech person located in New Dehli, India via their webchat help service. If I had wanted to actually talk to someone, I would have had to agree to pay $25! Not only was he no help, but he kept refering to this problem as a "feature" of Quicken! That was particularly irritating. I would correct him by telling him that it is NOT a feature when a Quicken upgrade does not recogonize that there is no reason to update Financial Institutions and yet spends the time to do so anyway. The reason I upgraded to 2005 from 2004, was because I thought it would have better support for a 401k account I have with T. Rowe Price. But you guessed it, T. Rowe Price doesn't support Quicken for Mac. I think I will go back to using Quicken 2004. > Hi, > [quoted text clipped - 24 lines] > Thanks! > -W. > The reason I > upgraded to 2005 from 2004, was because I thought it would have better > support for a 401k account I have with T. Rowe Price. But you guessed > it, T. Rowe Price doesn't support Quicken for Mac. But T. Rowe Price recently began supporting Mac Quicken with their brokerage accounts and will be adding Mac support for their Mutual funds RSN! SignatureThe New OS X Guy <Guy@com.org.gov.net.invalid> Churchill's Commentary: Man will occasionally stumble over the truth, but most of the time he will pick himself up and continue on. > > The reason I > > upgraded to 2005 from 2004, was because I thought it would have better [quoted text clipped - 4 lines] > brokerage accounts and will be adding Mac support for their Mutual funds > RSN! And where was this info obtained? My company uses TRP for its 401k program and I too found that they didn't support the Mac. I'd like to know more, but there's a shortage of information at the web site. = Steve = SignatureSteve W. Jackson Montgomery, Alabama > > > The reason I > > > upgraded to 2005 from 2004, was because I thought it would have better [quoted text clipped - 10 lines] > > = Steve = Try looking in the constantly updating list of Financial Institutions that is the subject of this thread. HINT: It is the 2nd listing under 'T." You do need Quicken 2005 (or 2006 if you are a beta tester). I was notified by the VP who was assigned to implement the support after I complaint about its lack (he also informed me that the Mutual Fund support is in beta). I guess my account balance got their attention. BTW, this information was made available to, and published by, MacInTouch.com. If you want to activate your account, contact your personal Client Manager at TRP. You do have one, don't you? SignatureThe New OS X Guy <Guy@com.org.gov.net.invalid> Churchill's Commentary: Man will occasionally stumble over the truth, but most of the time he will pick himself up and continue on. > > > > The reason I > > > > upgraded to 2005 from 2004, was because I thought it would have better [quoted text clipped - 23 lines] > If you want to activate your account, contact your personal Client > Manager at TRP. You do have one, don't you? My question was about who at TRP said that support for the Mac was forthcoming, not something in Quicken. I have not upgraded to Quicken 2005 and see no pressing need to do so as yet. I did inquire of them as to why the Mac version of Quicken wasn't supported, which yielded the traditional "sorry, we don't support it" dumb answer. I don't have a personal "Client Manager" because I don't have a personal account -- as I said in my previous post, it's my company's choice to use TRP for its 401k program. If and when I can download data from that account into Quicken, I'll consider an upgrade to a newer release. = Steve = SignatureSteve W. Jackson Montgomery, Alabama > > > > > The reason I > > > > > upgraded to 2005 from 2004, was because I thought it would have [quoted text clipped - 29 lines] > My question was about who at TRP said that support for the Mac was > forthcoming, not something in Quicken. TRP supports the Mac NOW! What part of that have you trouble comprehending? If the questions was not about Quicken, it must be about their web site which works just fine in Safari and always has. > I have not upgraded to Quicken > 2005 and see no pressing need to do so as yet. Only if you want to access your brokerage account. > I did inquire of them as to why the Mac version of Quicken wasn't > supported, which yielded the traditional "sorry, we don't support it" > dumb answer. But the Mac version of Quicken IS support. At least mine is. > I don't have a personal "Client Manager" because I don't > have a personal account -- as I said in my previous post, it's my > company's choice to use TRP for its 401k program. If and when I can > download data from that account into Quicken, I'll consider an upgrade > to a newer release. I guess my account balance is bigger than your whole company's 401(k). At least TRP listens to me! SignatureThe New OS X Guy <Guy@com.org.gov.net.invalid> Churchill's Commentary: Man will occasionally stumble over the truth, but most of the time he will pick himself up and continue on. > Since upgrading to 2005, I click Download, and more often than not, > before I am asked for my PIN, I am informed that Quicken is "Updating > my list of participating financial institutions" and then another > that Quicken is "Updating my data file with information about my > financial institution" and then FINALLY I am prompted for my PIN an > can download my transactions. This happens to me every time I use One Step Update to pay bills and download transactions. What used to be a quick procedure now takes up to five minutes as Quicken repeatedly "updates my list of participating financial institutions". I wish there were a way to turn this "feature" off. It all started when I upgraded from Quicken 2004 to 2005 (both Macintosh versions). Paul SignaturePaul Anderson OpenVMS Engineering Hewlett-Packard Company |
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