One step update

The update works for all investments other than a new investment with Vanguard. I get no error message but the account will not update. Logging out and back in didn't help.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @ThuleVet,

    Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

    Could you please provide which version release of Quicken you have currently running?
    • Help > About Quicken

    To start with, if you haven't already, could you please try deactivating the account(s) experiencing this issue and then reactivating through Add Account (not through Set Up Now), please?

    Please, follow the steps found in this support article to deactivate. Once deactivated, to reactivate through Add Account, navigate to Tools > Add Account..., search for your Financial Institution name and follow the prompts to connect. Once your account(s) have been found, be sure to link them to the existing account(s) you have already set up in Quicken.

    Let us know how it goes!
    -Quicken Anja
  • UKR
    UKR SuperUser ✭✭✭✭✭
    ThuleVet said:
    The update works for all investments other than a new investment with Vanguard. I get no error message but the account will not update. Logging out and back in didn't help.

    How new is the new investment account? Have any assets been transferred into the new account yet? Have you received your first statement yet?
    Is there something you need to do on the Vanguard website to enable the new account for downloading, aka "third party access", by Quicken?
  • ThuleVet
    ThuleVet Member
    Thanks for the input. I do not use the automatic download but have resolved the problem by deleting the transaction and re-entering the data.
  • Quicken Anja
    Quicken Anja Moderator mod
    @ThuleVet Thanks for the update! Glad to hear you found a solution that worked for you. (:
    -Quicken Anja
Sign In or Register to comment.