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Have seen many problems posted about issues with Vanguard account downloading.

Michael42

Is this a major problem with Quicken/Vanguard that I might experience as well?

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Accepted answers

NotACPA

@michael42, the "Vanguard issues" pertain to downloading from Vanguard into Q.

Q 2012, which you state that you're running, lost the ability to download on 4/30/2015 ... so as long as you stay on the current product (which I don't advise) you shouldn't have these issues at all.

Ps56k2

The online downloading issues with Vanguard - appear to involve people with multiple accts at Vanguard,
and the download process getting confused as to where the transactions go....
I have not encountered this issue with our 2 different user accts.

https://community.quicken.com/discussion/7881217/vanguard-account-gets-a-ol-293-a-error#latest

Michael42

Entering transactions manually is getting to be an issue - guess I should upgrade and get back to the convenience of auto updates.

Thanks everyone for the comments on my question.

M.

All comments

Quicken_Tyka

Hello @Michael42

Thank you for taking the time to visit us to ask your question! There is an ongoing intermittent issue with Vanguard available here.

To be able to give the best answer can you please tell us if you are new to Quicken or new to Vanguard?

The more information you can provide the better able to assist the Community will be.

-Quicken Tyka

Michael42

I have used several versions of Quicken over many years - currently Quicken 2012 R2 (21.1.2.12) which I'm thinking of upgrading. But if Vanguard downloads are a problem I'd rather not.

Thanks

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Mark1104

I switched all my accounts (Roths, Trads, non-qual - multiple family members) to Vanguard earlier this year and have had no problem downloading the transactional detail to quicken. One issue was self-inflicted: if you 'customize' the view at the Vanguard website, whatever you hide will not download to Quicken - took me a while to realize that. I am on the most current version of quicken, R33.24

Michael42

Thanks Mark, a couple more positive comments may be what it'll take for me to more seriously consider an update.

Ps56k2

Michael42 said:

Thanks Mark, a couple more positive comments may be what it'll take for me to more seriously consider an update.

Not sure where those Vanguard comments are coming from....

Have had the Vanguard legacy Mutual Fund Only accts - downloaded - no problems.
Converted our Mutual Fund only accts to the Vanguard Brokerage acct - downloaded - no problems
Setup Roth IRA - downloaded - no problems

NotACPA

@michael42, the "Vanguard issues" pertain to downloading from Vanguard into Q.

Q 2012, which you state that you're running, lost the ability to download on 4/30/2015 ... so as long as you stay on the current product (which I don't advise) you shouldn't have these issues at all.

Ps56k2

https://community.quicken.com/discussion/7881217/vanguard-account-gets-a-ol-293-a-error#latest

Michael42

Entering transactions manually is getting to be an issue - guess I should upgrade and get back to the convenience of auto updates.

Thanks everyone for the comments on my question.

M.