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Re: Vanguard web connect not importing properly
Thanks for the reply - at least we know it's not a one-off. My accounts exhibiting this behavior are also 403b. -Frank1 -
Re: Vanguard web connect not importing properly
I have the exact same problem, but only with my employers 403b accounts with Vanguard. For my IRA and brokerage accounts, I had to switch to direct connect for the transactions to import correctly wi…1 -
Re: Reconcile issue
You can create a Sanitized file yourself (File > Contact Quicken > Sanitize Data File Copy) to see what the data in the file looks like. That will save a ZIP file with the sanitized data file i…1 -
Re: Vanguard web connect not importing properly
Thank you for your reply @fpsiv, Issues with .QFX files are very difficult to escalate through Quicken Support because the file is created by the financial institution, and Support would refer you to…1 -
Re: Continuing issues with Ameris Bank (Atlanta GA)
Hello All, Thanks for reaching out! This is a known issue that has already been escalated internally, though we do not currently have an ETA for resolution. While the investigation remains ongoing, p…1 -
Continuing issues with Ameris Bank (Atlanta GA)
I am on Windows Quicken (R65.17 - 27.1.65.17) and can no longer update transactions from Ameris Bank. It was working fine up until the week before Thanksgiving. Now it gave me the standard CC-501 err…1 -
Re: Vanguard Direct Connect Keeps Downloading Unidentified Security
Hello @JayF, Thank you for taking the time to share these detailed steps—we really appreciate it! This kind of information can be very helpful for other users experiencing similar issues with Vanguar…1 -
Vanguard Direct Connect Keeps Downloading Unidentified Security
This is a follow-up to "Vanguard web connect not importing properly – adequate resolution" posted but closed at "https://community.quicken.com/discussion/comment/20474749#Comment_20474…1 -
Re: Downloads from Vanguard Brokerage -- unidentified security
The CUSIP only gets filled in when the brokerage-reported security gets matched to a security in your Quicken file. I presume you are connecting to Vanguard via direct connect. What should be happeni…1 -
Re: QFX import broken after update to R65.17 (Vanguard OL-221) [Edited]
https://community.quicken.com/discussion/comment/20525385#Comment_20525385 Hello @qkn-aficionado, Thank you for chiming in and providing those details. The issue you described appears to be the same …1
