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Mutual Fund Conversions
I have a case that Quicken escalation has been working on for 4-6 months....Vanguard Fund Shares to Admiral. The issue has been noted on the internet for several years. The current issue is that the cost basis is severely skewed during the conversion. My son experienced exactly the same problem. Both of us have been users beginning in 1992. Quicken pushed most of the responsibility to Vanguard. Thus I ran a test file with 18-months of downloads from Vanguard.....NO errors. Also, if making the conversion manual; future Vanguard downloads are read by Quicken as the old vs. new share name.
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