Wrestling With Quicken

[kevin_standlee]

I think I've figured out why Quicken won't update. I had "transaction download" activated, which allows the program to download transactions from the 401(k) plan administrator's web site. It looks like when you have that function activated, you're not allowed to manually update a 401(k) account, which means you can never get to the dialog that lets you set up new 401(k) loans. I think I need to turn the download feature off and manually update the account when the next quarterly statement comes in. Unfortunately, I may have already messed up the account in trying to set things up for the interim. I can't really wait two months for a paper statement when money is being taken out of my paycheck NOW -- the paycheck setup has to know where to put the deduction. Oh, well, I'll figure something out eventually.