To better support our customers, we’ve updated the FDIC core cash position in Quicken®. Now, an FDIC core cash position will be treated as Cash instead of as a security. This will suppress additional end of day net activity (Purchase and Redemption of FDIC Core) which displays daily for accounts that have an FDIC core cash holding. Follow the steps below and this will then provide a more accurate cash available balance in Quicken and suppress any Redemption and Purchase Core activity from displaying. You will only need to make this change once.
Getting Started with Quicken 2007-2008 for Windows Before you can download your transactions with Quicken, you need Internet access, your customer ID, and your password. This guide includes the following sections. Indicate a date range that you desire. Select the Download button. While financial institutions do determine the date range of transactions available to Quicken, the range supported by a financial institution doesn't typically change. Generally, Quicken initially downloads all of the available transactions for an account and subsequent downloads from the date.
Step 1) Remove your Consolidated FDIC Holding. This can be accomplished by the following steps:
- In Quicken's main menu go to Edit > Transactions > New
- Enter Transaction as Remove – Shares Removed in the dropdown
- Select Consolidated FDIC in the Security name dropdown
- Select Specify Lots button to remove for each lot for the account that it is held
Step 2) Select the Cash link (shown below) to update you current cash value in Quicken.
Once completed, these steps will not be required again for future downloads. This will also suppress unnecessary Core Purchase and Redemption Transactions from displaying.
Note: If you have not already been deleting extra core transactions from their existing transaction view, it may be required to delete extra activity seen as Core FDIC Insured Buy/Sell transactions in the existing Quicken registry.
Download Transactions Quicken
If the following message is being presented, it can also be addressed by following the steps below.
Step 1) Keep the box checked and select for Consolidated FDIC position and then select the Accept button. This will also remove the Consolidated FDIC position.
Note: Quicken will delete the Consolidated FDIC position after this step; however if you have multiple lots created, you may need to follow Step 1 mentioned above.
Step 2) Follow Step 2 mentioned above to now update current cash value.
Did you know you could avoid the steps above by creating a new Quicken File?
This can be accomplished by going to File > New Quicken File. This will automatically make all the necessary adjustments.
Note: By choosing this method, your history for up to the last two years will be refreshed for the new file being created, for all your accounts. As a result, consider saving a copy of your previous file before creating a new one by going to File > Save a copy as… seen in Quicken.
Windows Secrets landing page
You’ve been magically transported here from WindowsSecrets.com because, sadly, WindowsSecrets.com is no more. The previous owners handed the baton to the folks who originally started Windows Secrets many years ago (Woody, Fred, Susan, Brian, Tracey) aided and abetted by many of the luminaries you know from recent years (satrow, joep517, Paul T, access-mdb, Microfix, RetiredGeek, bbearren, browni, many more) and a rogue’s gallery of unprecedented proportions.
How To Download Transactions Quicken
You can browse around on AskWoody to your heart’s content. You can even post questions anonymously, but I would recommend that you retrieve your Windows Secrets logon username and put it to use.
When we merged Windows Secrets into AskWoody, we took one of two approaches:
If you already had an AskWoody account with the same email address as your Windows Secrets account, all of your Windows Secrets activity has been merged into the AskWoody account. Just use your AskWoody account as you would normally.
If you didn’t have an AskWoody account with the same email address, we took your Windows Secrets username and stuck “WS” on the front of it. If your Windows Secrets logon was BillGates, for example, your AskWoody username is now WSBillGates. You should be able to find all of your posts — and I mean all of them, going back forever — under the username WSBillGates. Hi, Bill.
Even though we brought across your username (possibly with “WS” in front), your email address, the contents of your logon record, and all of your posts, we didn’t bring anything else. Nothing. No passwords. No payment information. Nothing that could be compromising or difficult.
Which means that, if you have a “WS” username, your first goal should be to retrieve your password. That’s easy. In the upper right corner, type in your “WS” username and click Lost Password. With any luck at all, in a few seconds, you’ll get an email with password reset instructions. If you don’t get the email, don’t fret. First, check in your spam folder and/or Trash and/or Everything folder. If you don’t see it there, send me mail at ResetPassword@AskWoody.com and I’ll get you set up manually.
Everything should be right where you left it, although the forum structure has changed a bit. Links to posts on Windows Secrets should (there’s that word again!) automatically redirect to this site. If you see anything problematic, shoot me mail (CustomerSupport@AskWoody.com) and I’ll try to fix it.
Things will be rocky for a week or two, but with a bit of luck — and help from many very talented people — you should find your new home as hospitable as your old one. And one whole heck of a lot more stable.
What next? Check out our real Welcome page. And happy clicking.
— Woody