Best Of
-
Re: New connection method for Merrill Lynch and BOA does not allow linking to existing accounts properly
Kristina, Tks for checking in…. In some cases it DID show the proper accounts for me to link to, in others it did not show ANY account for me to link to, lastly, in some cases it would show accounts …1 -
Re: Vanguard web connect not importing properly – adequate resolution
Thanks for sharing your workaround. Using a process similar to what you're described above I've managed to fix most securities so that transaction downloads are now correctly identified. My…1 -
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
