I've followed the steps on Reckon PP and it sent a link but eventually said "timed out". Clicked on the link in ANZ to "Download to Reckon Accounts", but all I got was a pdf of the trade.
I've called ANZ but they have not been much help.
You will need to download the transactions in the 'QFX' File format.
After downloading the file you will need to edit the same QFX file as advised in this instruction http://kb.reckon.com.au/issue_view.asp?ID=5660
Once you have edited the QFX file you will be able to import it into Reckon Accounts Personal Plus.
Please follow this other community post we have on this topic too for more information
Thank you for your fast response. 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. Secondly, I am not capable of doing the IT fixes and coding you suggest.
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:
How do I do this?
In 2017 the ANZ announced a partnership with the CMC Group that effectively transfers ANZ Share Investing customers and accounts to CMC, with a target date for the transfer being September 2018.
Until that transfer is complete you should be able to export share transactions to a QFX file as usual. See ANZ directions here.
The issue has been the name changes involved with ANZ Share Investing acquiring E*Trade and the forthcoming partnership with CMC has seen all work stop on the existing Reckon connection. To import your ANZ Share Investing transactions you must follow the procedures outlined in this article.
Once the transfer to CMC is complete (end of Sept 2018) you should still be able to export the Reckon file with the current issues. Soon after, CMC will revamp the Reckon Accounts export file to allow transactions to import into datafiles without any intervention by the user.
From the user perspective there should be little change - we are told ANZ Share Investing will continue look and function as it did under ANZ and the revamped export file will mean the import into Reckon Accounts datafiles will function as it did before the changes from E*Trade to ANZ Share Investing were made.
We thank every one for their patience.
When you select Tools, there is a Reckon option and when selected it shows:
Portfolios: Download to Reckon Accounts
Download to Reckon Accounts is coming soon.Does anybody have a timeframe as to when this issue will be resolved...days, weeks, months or years?
So far it has been well over 12 months that Reckon customers have been without the ability to synchronise their share files with E*Trade / Anz Share Trading.
I called ANZ Share Investing and they said "ANZ no longer provides a link to Reckon".
I also searched the ANZ website and ANZ Share Trading site for references to Reckon working with ANZ Share Trading - nothing.
With that in mind, is there anything Reckon proposes for customers who were using this service before E*trade was acquired by ANZ?