Quicken '04 -- Configuring One Step Update

[FoggyBottom]

I couldn't find anything on this either in Help or by Googling this
group, but maybe someone here has found a solution they are willing to
share. The order in which One Step Update executes its transactions
has room for improvement -- specifically it 1) downloads
quotes/headlines, 2) updates information on Quicken.com, and then 3)
retrieves information from all the configured accounts. Now it seems
to me that step (2) ought to be the last thing it does. IOW why
update the information on Quicken.com *before* it knows what went on
in the accounts? The effect of this out-of-order processing is that
you have to run OSU once on everything, and then run it again, after
unchecking all the accounts, just to update Quicken.com. Seems kinda
dumb to me, but I can't find any way to re-order the OSU transactions.
I've looked in a sampling of the likely .ini files and didn't see
anything obvious there. Anyone know the answer to this, if there is
one?

TIA!

FoggyBottom wrote: I couldn't find anything on this either in Help or by Googling this group, but maybe someone here has found a solution they are willing to share. The order in which One Step Update executes its transactions has room for improvement -- specifically it 1) downloads quotes/headlines, 2) updates information on Quicken.com, and then 3) retrieves information from all the configured accounts.
Now it seems to me that step (2) ought to be the last thing it does.

I think not.

1.) You can also *download* transactions from Quicken.com: the
facility is known as "web entry"; those transactions would not
be available to process/upload if you did the Quicken.com update
last.

2.) Just because you have downloaded transactions, does not mean
they are in your register; and if they're not in your register,
what exactly would Quicken upload to Quicken.com? At the point
in time when Quicken has only downloaded transactions, it does
not know which ones you will accept in your register as new,
which as matches, and which you will delete.

Quicken would have to interrupt the One Step Update process
following the transaction download to wait for you to fully
process all the downloaded transactions (somwthing not everyone
might want to do at that point), then automatically continue the
One Step Update process. This would be noticeably more
complicated for Quicken and does not seem to be much different
from what you are complaining is now happening, except that you
must initiate the "continuation".

But you don't have to upload to Quicken.com in the same One Step
Update that you download prices and transactions. You can do a
download-only first; process your downloaded transactions, then
do an upload-only to Qucken.com.
IOW why update the information on Quicken.com *before* it knows what went on in the accounts? The effect of this out-of-order processing is that you have to run OSU once on everything, and then run it again, after unchecking all the accounts, just to update Quicken.com. Seems kinda dumb to me, but I can't find any way to re-order the OSU transactions. I've looked in a sampling of the likely .ini files and didn't see anything obvious there. Anyone know the answer to this, if there is one?

I doubt seriously that such a thing exists.

--
John Pollard
First Last at Bellsouth dot net
Please reply to newsgroup

[FoggyBottom]

On Thu, 9 Dec 2004 14:02:36 -0600, "John Pollard"
<johnpollard@bellsouth.net> wrote:
I think not.

Yeah, I think you're absolutely right. I hadn't considered the points
you thoughtfully made. I'm a newbie to Quicken and I suppose my
question is partly a product of newbiehood. Thanks for the short
course.

The next question it looks like then is whether there's some way to
set "profiles" for OSU, to prevent having to click down a whole long
list of accounts/etc. to perform a simple update of Quicken.com. You
know, something like one OSU button for downloading everything, and
another button that only updates Quicken.com. That would nicely solve
my problem.

Thanks again for your help.

FoggyBottom wrote: On Thu, 9 Dec 2004 14:02:36 -0600, "John Pollard" <johnpollard@bellsouth.net> wrote: I think not. Yeah, I think you're absolutely right. I hadn't considered the points you thoughtfully made. I'm a newbie to Quicken and I suppose my question is partly a product of newbiehood. Thanks for the short course. The next question it looks like then is whether there's some way to set "profiles" for OSU, to prevent having to click down a whole long list of accounts/etc. to perform a simple update of Quicken.com. You know, something like one OSU button for downloading everything, and another button that only updates Quicken.com. That would nicely solve my problem.

The ability to create user-subsets of Quicken capabilities: I
can't argue with the idea, but I can't possibly give you any
idea of when/if something like that would happen. Intuit has a
web site where you can make product suggestions: *on paper* this
one does not sound too difficult to do (a notion that is often
fatally flawed), but I encourage you to submit it to Intuit.

http://www.intuit.com/support/quicken/index.html

and click "Product and support feedback", then "Product
suggestions".


--
John Pollard
First Last at Bellsouth dot net
Please reply to newsgroup