Re: One Step Update

On Fri, 10 Mar 2023 12:25:05 -0800 (PST), John Pollard
<[email protected]> wrote:

>On Friday, March 10, 2023 at 1:50:17?PM UTC-6, Jeffrey wrote:
>> On Thursday, March 9, 2023 at 11:43:08?AM UTC-6, Ken Blake wrote: 
>> > On Thu, 9 Mar 2023 11:57:11 -0500, Hank wrote: 
>> > >On 3/9/2023 11:35 AM, Ken Blake wrote: 
>
>> > >> Running the latest version of Quicken Premiere under the latest 
>> > >> version of Windows 11 Professional. 
>> > >> 
>> > >> Every morning when I do a OSU, it begins with a message saying 
>> > >> 
>> > >> "The following financial institutions are transitioning to a new 
>> > >> connection method..." 
>> > >> 
>> > >> It lists two American Express accounts, both long closed. Both are 
>> > >> listed in the OSU window, but neither has its box checked. 
>> > >> 
>> > >> Short of trying to update the accounts, my only choices are to click 
>> > >> "Remind me next time" or to shut down OSU. I want neither but I always 
>> > >> click "Remind me next time," since I want to do an OSU. 
>> > >> 
>> > >> Neither account is shown on the account sidebar, but both are listed 
>> > >> in "More accounts." I suppose the problem might go away if I deleted 
>> > >> the accounts, but I don't want to do that, since I want to keep the 
>> > >> history there. 
>> > >> 
>> > >> How can I get rid of this (minor) annoyance" Also how can I remove 
>> > >> their unchecked boxes in the OSU window? 
>
>> > >Try going to Accounts;Edit and select Display Options tab; select Close  Account 
>
>> > Done. That worked. Thanks very much.
>
>> If you "Closed" the account and you need it later for something you will NOT be able to reopen it (Windows). 
>> 
>> See https://community.quicken.com/discussion/7900657/how-do-i-reopen-a-closed-bank-account 
>> https://community.quicken.com/discussion/7923683/how-to-reopen-a-closed-investment-account-in-quicken-for-windows 
>> 
>> You might want to restore a backup and try "Hide" the account and see if that works. 
>> Also before you make any changes always make sure have copy of the file being changed.
>
>I suspect that the original problem was caused by having those old accounts that were closed in the real-world, 
>still Activated for downloading in Quicken. 

Yes.


>I think that if those old accounts had been manually de-activated for downloading, 
>the message about the "new connection method" would not have been presented.
>
>Here's what the Quicken "Close Account" feature does:
>- deactivates the closed account for downloading (and prevents that account from ever being re-activated for downloading)
>- creates a balance adjustment transaction in the closed account to insure the balance of the account is $0.00
>- makes sure the account Display Option, "Hide in transaction entry lists" is checked for the account
>- puts a small red circle with a forward slash icon alongside the account in the Account List and the Account Bar 
>[None of those steps cause the account itself to be hidden.]
>
>I have tested with "Close Account", and I personally would never use it.  Other than the little red "closed account" icon, 
>the user can manually do everything that Close Account can do ... while leaving the account capable of being re-activated.