Some investment accounts do not update correctly
Jeff Armin
Quicken Windows Subscription Member ✭✭
I'm using Quicken 2018, Version R11.18.
I have several money market funds at Sallie Mae Bank. I also have four retirement accounts at Vanguard, as well as one taxable account. My wife has a 401(k) and 403(b) at Principal.
My IRA and Roth, and my wife's Roth at Vanguard update correctly. Her IRA is off by $70k, and our taxable account is off by $150. Her 401(k) is off by $30k and her 403(b) is off by $5k. All of the Sallie Mae accounts are correct.
All of these accounts are linked on the Vanguard site and they are updated daily. They are all accurate. They are also all linked on the Personal Capital site and updated whenever I sign in. They also are all accurate. Quicken, however, I use every day and can't seem to get accurate information.
Of the problems I encounter using Quicken, the ones I experience most often seem to involve updates. Why is this such a problem when others seem to do it so easily? Am I doing something wrong?
I have several money market funds at Sallie Mae Bank. I also have four retirement accounts at Vanguard, as well as one taxable account. My wife has a 401(k) and 403(b) at Principal.
My IRA and Roth, and my wife's Roth at Vanguard update correctly. Her IRA is off by $70k, and our taxable account is off by $150. Her 401(k) is off by $30k and her 403(b) is off by $5k. All of the Sallie Mae accounts are correct.
All of these accounts are linked on the Vanguard site and they are updated daily. They are all accurate. They are also all linked on the Personal Capital site and updated whenever I sign in. They also are all accurate. Quicken, however, I use every day and can't seem to get accurate information.
Of the problems I encounter using Quicken, the ones I experience most often seem to involve updates. Why is this such a problem when others seem to do it so easily? Am I doing something wrong?
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