[ggcsquicksig] Updating from Quicken 2006 to 2009

From: "Babette" <ggcsquicksig@xxxxxxxxxxx>
To: "SIGLIST" <ggcsquicksig@xxxxxxxxxxxxx>
Date: Wed, 15 Apr 2009 10:23:43 -0700
For those of us who are holding on to Quicken 2006 until the last moment (with 
the excuse of wanting to wait until we finished taxes <g>), we'll have to bit 
the bullet and make the change by the 30th of April.
A couple of people have told me that they think they lost their online data for 
Bill Pay and onine banking from within Quicken.  So, today I decided to capture 
the data with printouts so I'd have it handy if this happens to me.

If you are using the Quicken Pin Vault, (which stores your pin numbers or 
passwords that have to be entered when Quicken logs onto your finacial accounts 
either for transaction downloads or bill pay), you access the Pin Vault from 
the Online Menu Bar in Quicken 2006, , click on Pin Vault and then on Edit.
    This requires you to enter your Pin Vault password (good protection).
    One of the options on the Pin Vault screen is PRINT, and it prints out the 
name of the Financial Institution and the password Quicken uses to access each 
on for downloads.

You also can print out the Online Payee List if you use Bill Pay from within 
Quicken.  The Online Menu also contains the "Online Payee List" option.
    ENTERING THIS LIST MENU DOES NOT REQUIRE A PASSWORD  
    I found this shocking...it prints out the payee's name, account number, 
address, and phone number, and anyone who walks up to your computer if you 
leave Quicken open, can access it.  For that matter, IF YOU DON'T PASSWORD 
PROTECT YOUR QUICKEN PROGRAM, anyone who uses the computer can open quicken and 
access the information.

I have my Quicken files password protected, and I urge you to consider doing so.

NOTE:  If you have archived files, or at various times made copies of a file in 
order to reduce its size, but also kept the older large file, REMEMBER TO 
CONVER ALL ARCHIVED AND SAVED FILES TO THE NEW FORMAT EACH TIME YOU UPGRADE TO 
A NEW VERSION OF QUICKEN, so it is easy to open them if you are searching for a 
transaction.

    Also, if you change passwords from time to time, be sure to keep tract of 
the passwrod used for the archived files if it is different from your current 
password, or update the password on archived files when you convert them to the 
new version format.
GGCSQUICKSIG is the Email list for members of the Golden Gate Computer 
Society's Quicken Special Interest Group.

TO SEND A MESSAGE TO SIGLEADER BABETTE BLOCH "OFFLIST" - 
     Email to: ggcsquicksig@xxxxxxxxxxx  

TO UNSUBSCRIBE: Send an Email Message to:  ggcsquicksig-request@xxxxxxxxxxxxx   
   In the "Subject": line, type "unsubscribe" (without the quotes).
[ggcsquicksig] Updating from Quicken 2006 to 2009

Other related posts:
