Vanguard 401k transactions not downloading

GTmem
GTmem Member
edited May 18 in Investing (Windows)
Lots of topics on Vanguard download errors. My bigger issue is that when I do have a successful update, no transactions from my 401k download. So, the net result is the share balance between Vanguard and Quicken keeps getting larger. Is this specific issue also being worked by Development? Have had this issue for MANY months now.

Answers

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    I've corrected your title, and I'll ask a mod to delete your comment about the typo.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • GTmem
    GTmem Member
    Update.... I was able to download transactions for the first time today. Might be just luck, but all I did was from Online Center for the Vanguard account, I went to Options and unselected both boxes in WebConnect preferences. Will try again later in the month to see if it works again. For some reason, that allowed direct connections transactions to work.
  • GTmem
    GTmem Member
    Update..... Found that I had to be logged into Vanguard and refresh the FI Branding Profiles. And then transactions would download.
  • Nalgas
    Nalgas Member ✭✭✭
    I continue to have Vanguard 401k issues. I will deactivate downloads, reactivate them, link the found account to my existing one, and I will download the last 472 days (it says). Yet it only downloaded the last purchase, but I now have all those placeholder entries for some reason. I will run the update in 20 days, let's say, and it will look as though there is nothing to download and no error code is given. But, I purchase shares with every paycheck, obviously.

    So, what's happening between Vanguard and QUicken?????
  • GTmem
    GTmem Member
    Looks like my earlier success was a lucky anomaly. I had new transactions post on the 19th on the Vanguard website, but a week later Quicken still does not download these transactions in my 401k. No errors; just no transactions. Have tried every day.
  • GTmem
    GTmem Member
    Found a new combination that allowed me to download transactions. Reset the DTSTART date and refreshed the FI Branding profiles. I was not logged in at Vanguard at the same time.
  • GTmem
    GTmem Member
    This workaround has proven to be repeatable....Found a new combination that allowed me to download transactions. Reset the DTSTART date and refreshed the FI Branding profiles. Should also help Quicken pinpoint the problem and fix it.
  • davecad
    davecad Member ✭✭
    I have this same issue - monitored all the threads here, and I've tried all the various workarounds for the past year or so with no real evidence that Quicken has any answer, other than try things that we've tried before. GTmem your method didn't work for me, Nalgas I have the similar experiences - deactivate/activate worked one time, not the next, then it worked when I tried again.

    I've no interest in speaking with tier one support for extended periods on the phone to work through this, and provide information that I am certain other folks have already provided. Updates from Quicken support on this thread would be useful. Quotes and such come in fine - transactions not so much.
  • Bradley Roseberry
    Bradley Roseberry Member ✭✭
    More specific example. MS Quicken Premier always updated.

    I have a 401K Vanguard account. I get paid twice per month on the 15th and EOM. Therefore, I make contributions twice per month which in turn generate purchase transactions twice a month. Quicken only downloads the transactions from the EOM activity, not the 15th. This has occurred every month since March 2021.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Quicken has no control over what transactions Vanguard downloads. If in Quicken you receive some but not all of the transactions that you see on Vanguard's website, you would need to resolve that with Vanguard's technical support. 

    Another possibility is that your employer is deducting contributions from every paycheck but only sending them to Vanguard once per month. In that case you would see one purchase per month on the Vanguard website, for the total of that month's contributions, and that is what Quicken would download.
    QWin Premier subscription
  • GTmem
    GTmem Member
    The issue I am seeing is clearly a handshake problem and I am not sure if either side can resolve on their own.. a new transaction shows up on the Vanguard website. I then go into Quicken an try to download. I get zero transactions back. If I then take the above steps and then download, I get the transactions that match the website. This scenario happens every time a new transaction appears in Vanguard. So, I have a workaround, but i still think this is a Quicken problem because on one case it works and another it does not. The workaround: Reset the DTSTART date (just been using 2/1/2021 from default of 1/1/2021 and refreshed the FI Branding profiles
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