http://m.getsatisfaction.com/topics/7750476 Personal Plus 2017 - how do I set up connection to ANZ share investing? 2018-06-22T00:21:05Z 2018-06-15T02:39:05Z 7750476 http://m.getsatisfaction.com/topics/7750476 7750476 Personal Plus 2017 - how do I set up connection to ANZ share investing? 2018-06-22T00:21:05Z 2018-06-15T02:39:05Z Peter Lang http://m.getsatisfaction.com/people/5448578 https://www.gravatar.com/avatar/6130201a2a6c73d54fc1d3737e299fb7?d=identicon&s=55&r=PG peterlang_5145588 I have just started an ANZ Share Investing account.&nbsp; Reckon PP 2017 says I can use Web Connect and it will set up a account in Reckon PP. However, I haven't been able to.&nbsp; Can someone please provide me the detailed steps and screen shot of what I need to do.<br /><br />I've followed the steps on Reckon PP and it sent a link but eventually said "timed out".&nbsp; Clicked on the link in ANZ to "Download to Reckon Accounts", but all I got was a pdf of the trade.<br /><br />I've called ANZ but they have not been much help. question 9 3 1 comment http://m.getsatisfaction.com/topics/7750476/replies/19583893 http://m.getsatisfaction.com/topics/7750476 19583893 Shisir responded to "Personal Plus 2017 - how do I set up connection to ANZ share investing?" 2018-06-15T05:35:21Z 2018-06-15T05:35:21Z Shisir http://m.getsatisfaction.com/people/6464812 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10455150/community_medium.JPG shisir <p>Hi Peter,</p> <p>You will need to download the transactions in the '<b>QFX</b>' File format.</p> <p>After downloading the file you will need to edit the same QFX file as advised in this instruction <a href="http://kb.reckon.com.au/issue_view.asp?ID=5660" rel="nofollow" target="_blank" title="Link http//kbreckoncomau/issue_viewaspID5660">http://kb.reckon.com.au/issue_view.asp?ID=5660</a></p> <p>Once you have edited the QFX file you will be able to import it into Reckon Accounts Personal Plus.</p> <p>Please follow this other community post we have on this topic too for more information</p> <p><a href="https://community.reckon.com/reckon/topics/reckon-accounts-was-not-able-to-complete-you-request-ol-221-a-how-do-i-fix-this" rel="nofollow" target="_blank" title="Link https//communityreckoncom/reckon/topics/reckon-accounts-was-not-able-to-complete-you-request-ol-221-a-how-do-i-fix-this">https://community.reckon.com/reckon/topics/reckon-accounts-was-not-able-to-complete-you-request-ol-221-a-how-do-i-fix-this</a></p> <p><a href="https://community.reckon.com/reckon/topics/anz-share-trading-transactions-download" rel="nofollow" target="_blank" title="Link https//communityreckoncom/reckon/topics/anz-share-trading-transactions-download">https://community.reckon.com/reckon/topics/anz-share-trading-transactions-download</a></p> <p>Regards</p> Shisir 1 http://m.getsatisfaction.com/topics/7750476/replies/19583905 http://m.getsatisfaction.com/topics/7750476 19583905 Peter Lang responded to "Personal Plus 2017 - how do I set up connection to ANZ share investing?" 2018-06-15T06:01:58Z 2018-06-15T06:01:58Z Peter Lang http://m.getsatisfaction.com/people/5448578 https://www.gravatar.com/avatar/6130201a2a6c73d54fc1d3737e299fb7?d=identicon&s=55&r=PG peterlang_5145588 Hi Shirsir,<br /><br />Thank you for your fast response.&nbsp; I have read the three links you provided but they do not address my first problem which is to set up the ANZ invest account in Reckon PP 2017.&nbsp; Secondly, I am not capable of doing the IT fixes and coding you suggest.<br /><br />First, I want to know how to automatically set up the account as Reckon PP message says can be done. The Reckon PP 2017 message says:<br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1735570/RackMultipart20180615-115145-15sdjs9-Reckon_PP__ANZ_invest_account_setup_inline.JPG?1529042485" /><br /><br />How do I do this? 0 http://m.getsatisfaction.com/topics/7750476/replies/19588504 http://m.getsatisfaction.com/topics/7750476/replies/19583905 19588504 Gary Pope, Accredited Consultant (Acct & IT), Alchester Business Systems. responded to "Personal Plus 2017 - how do I set up connection to ANZ share investing?" 2018-06-18T13:16:11Z 2018-06-18T13:16:11Z Gary Pope, Accredited Consultant (Acct & IT), Alchester Business Systems. http://m.getsatisfaction.com/people/6849622 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10447111/PB150023_Gary_medium.jpg gazza73 Peter.&nbsp; <br /><br />Not sure of this,&nbsp; but check the exact wording at the base of the screenshot you've supplied.&nbsp; To me, it implies that an account at ANZ needs to be setup at THEIR (web)site&nbsp; [first ??],&nbsp; along with an initial DOWNLOAD, before clicking &lt;NEXT&gt; on the page you've shown, (which I'm assuming will automate it going forward, for successive downloads).&nbsp;&nbsp; Is this possible a chicken/egg situation that needs to be in place up front?&nbsp;&nbsp;&nbsp; Sorry,&nbsp; but that's how it reads to me.&nbsp;&nbsp; But seek other constructive advise from anyone who has done this for sure,.<br /><br /><br />Cheers<br /><br /><br />Gary 1 http://m.getsatisfaction.com/topics/7750476/replies/19590099 http://m.getsatisfaction.com/topics/7750476/replies/19583905 19590099 Peter Lang responded to "Personal Plus 2017 - how do I set up connection to ANZ share investing?" 2018-06-19T01:28:24Z 2018-06-19T01:28:24Z Peter Lang http://m.getsatisfaction.com/people/5448578 https://www.gravatar.com/avatar/6130201a2a6c73d54fc1d3737e299fb7?d=identicon&s=55&r=PG peterlang_5145588 Gary,<br /><br />Thank you.&nbsp; You have given me excellent help previously (by phone) - I learnt a great deal from that much appreciated.<br /><br />I have an ANZ Share Investing account. I did a download, but it was just a pdf of a trade.&nbsp; It did not set up an account, in Reckon PP 2017. Shirsir explained (first reply above) that there is an issue in the Reckon software because ANZ changed the name of its trading thing from ANZ E Trade to ANZ Share Investing; Shirsir also explained how to code a fix.&nbsp; But that is beyond my capabilities and I would not want to take the risk of making any such changes in my PP even if I could.&nbsp; Anyway, I see nothing on the ANZ site that looks like it can set up an account in Reckon PP.&nbsp; I've spoken to ANZ last week and they said they'd get back to me, but haven't. 0 http://m.getsatisfaction.com/topics/7750476/replies/19590166 http://m.getsatisfaction.com/topics/7750476/replies/19583905 19590166 Shisir responded to "Personal Plus 2017 - how do I set up connection to ANZ share investing?" 2018-06-19T02:22:04Z 2018-06-19T02:22:04Z Shisir http://m.getsatisfaction.com/people/6464812 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10455150/community_medium.JPG shisir <p>Hi Peter,</p> <p>Apologies for the inconvenience.</p> <p>Firstly, you should be able to download the transactions from your ANZ account in the QFX file format. Not in PDF format. I found this link from their website. <a href="https://shareinvesting.anz.com/Help/Context.aspx?key=Managing+Your+Portfolio#Download+your+portfolio+to+Quicken" rel="nofollow" target="_blank" title="Link: https://shareinvesting.anz.com/Help/Context.aspx?key=Managing+Your+Portfolio#Download+your+portfolio+to+Quicken">https://shareinvesting.anz.com/Help/Context.aspx?key=Managing+Your+Portfolio#Download+your+portfolio+to+Quicken</a></p> Secondly, when you import the transactions (QFX File); after making the correction as advised on the KB, the import wizard will automatically prompt you to import into your existing account or it will create the new one for you. As shown below.<br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1736105/RackMultipart20180619-40975-6tqh6u-createnewaccount_inline.png?1529374891" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1736105/RackMultipart20180619-40975-6tqh6u-createnewaccount_inline.png?1529374891" /><br /><br />Regards<br />Shisir 1 http://m.getsatisfaction.com/topics/7750476/replies/19590345 http://m.getsatisfaction.com/topics/7750476/replies/19583905 19590345 Peter Lang responded to "Personal Plus 2017 - how do I set up connection to ANZ share investing?" 2018-06-19T05:35:56Z 2018-06-19T05:35:56Z Peter Lang http://m.getsatisfaction.com/people/5448578 https://www.gravatar.com/avatar/6130201a2a6c73d54fc1d3737e299fb7?d=identicon&s=55&r=PG peterlang_5145588 Shisir,<br /><br />Thank you.&nbsp; I followed your instructions and link. I clicked on "Download to Reckon Accounts" on the ANZ page.&nbsp; It opened Reckon PP and gave the screenshot above, but with a message saying it couldn't complete.&nbsp; It set up the account, but with no transactions. There was no option to see the file to edit it. Perhaps ANZ needs to make the change (for all customers). Could Reckon contact ANZ Share Investment IT team and explain what changes are needed?&nbsp; 0 http://m.getsatisfaction.com/topics/7750476/replies/19595256 http://m.getsatisfaction.com/topics/7750476/replies/19583905 19595256 Peter Lang responded to "Personal Plus 2017 - how do I set up connection to ANZ share investing?" 2018-06-21T06:46:18Z 2018-06-21T06:46:18Z Peter Lang http://m.getsatisfaction.com/people/5448578 https://www.gravatar.com/avatar/6130201a2a6c73d54fc1d3737e299fb7?d=identicon&s=55&r=PG peterlang_5145588 <p><b>Error OL-221-A when importing share trading transactions</b></p><p>Has Reckon contacted ANZ Share Trading regarding getting&nbsp;<b><a href="http://kb.reckon.com.au/issue_view.asp?ID=5660&amp;CATE=&amp;lvc=True" rel="nofollow" target="_blank" title="Link http//kbreckoncomau/issue_viewaspID5660CATElvcTrue">Error OL-221</a>&nbsp;</b>fixed?&nbsp; If not, could Reckon please do so. If ANZ is working on it, when will it be fixed?</p><p></p>It is beyond my capability to edit the file and import it as suggested. 0 http://m.getsatisfaction.com/topics/7750476/replies/19597072 http://m.getsatisfaction.com/topics/7750476/replies/19583905 19597072 Shisir responded to "Personal Plus 2017 - how do I set up connection to ANZ share investing?" 2018-06-21T23:58:21Z 2018-06-21T23:58:21Z Shisir http://m.getsatisfaction.com/people/6464812 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10455150/community_medium.JPG shisir Hi Peter,<br /><br /> Apologies for the delay.<br /><br /> The issue is already with our product managers and they are investigating it from a broader perspective however the only fix at this stage is outlined in the KB article you've linked to. In terms of ETA there is none at this stage and I'd strongly recommend the solution as listed in the KB. Can appreciate you might not be confident in doing the necessary steps, perhaps you have someone who can perform this for you?<br /><br /> Regarding the download of transactions from ANZ, do you see any option on the download page of ANZ, that allows you to download the file in QFX file format? If you do please select that option to download it. Unfortunately, until the fix is applied you will have to edit the QFX file as instructions provided to be able to import it into Reckon Accounts Personal. Alternatively, you can record them manually.<br /><br /> Regards<br /><br /> Shisir 0 http://m.getsatisfaction.com/topics/7750476/replies/19597112 http://m.getsatisfaction.com/topics/7750476/replies/19583905 19597112 Peter Lang responded to "Personal Plus 2017 - how do I set up connection to ANZ share investing?" 2018-06-22T00:21:05Z 2018-06-22T00:21:05Z Peter Lang http://m.getsatisfaction.com/people/5448578 https://www.gravatar.com/avatar/6130201a2a6c73d54fc1d3737e299fb7?d=identicon&s=55&r=PG peterlang_5145588 Shisir,<br /><br />Thank you for your reply.<br /><br />There is no option on the ANZ Share Investments page to select a file type. It is automatically a Reckon file type which is exported directly to Reckon PP.&nbsp; However the download does not complete. I get the message included in my previous reply.<br /><br />As I said, I do not have the capability nor am I prepared to take the risk of trying to edit the file.<br /><br />Therefore, I am having to enter the transactions manually.<br /><br />I understand the change from ANZ ETrade to ANZ Share Invest was made some considerable time ago. So I am wondering why it is taking so long to make what should be an easy fix - either by Reckon or ANZ. 0