Quicken Doesn't Download Transactions in my Vanguard 401k

The discussion in this link describes my situation perfectly, https://community.quicken.com/discussion/7903022/ol-362-a-error-with-vanguard?_ics=1641910990626&irclickid=~c8mvpzpGK9o.hf-6ZWLJAxplcd562UPFEDsji-51R. Unfortunately, inactivating and reactivating does not resolve the issue. What are other steps I can take to resolve the issue.

Comments

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @Lance C,

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

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

    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
  • Lance C
    Lance C Member
    That did download the last six transactions but not all those missed over the past six months. I will have to watch it to ensure it continues to download new transactions.

    For the missed transactions, I tried downloading into a qfx file and importing it but it didn't work. Any other ideas?
  • Quicken Anja
    Quicken Anja Moderator mod
    Thank you for your response, though I apologize for the delay in mine.

    In regard to the QFX download for the missing transactions. I suggest that you please create a new (test) file to see if you experience the same issue in a new file as well. In doing so, we will be able to determine whether or not this is caused by an issue within your current data file.

    Follow the steps below to create a test file:
    1. Choose File menu > New Quicken File.
    2. Select New Quicken File.Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows
    3. Click OK.
    4. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to easily be able to tell it apart from your main file. Advanced Data File Troubleshooting to Correct Problems With Quicken for WindowsDon't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.
    5. Sign in with your Quicken ID (if prompted). If you are prompted to create a Quicken ID, click Sign In under the Create Account prompt. 
    6. Select to not use Mobile (if prompted).
    7. Click Add Account to be taken to the new file

    From there, go ahead and attempt to import the same QFX file for the missing transactions. You should receive a prompt to add the account. Once that is done, see if you experience the same issue in this test file. From there, you can then switch back to your original file. 

    Follow the steps below to switch files:

    1. Click the File menu.
    2. Look near the bottom of the options list.
    3. Select the data file you want to open. 


    Quicken will list the most recently opened data files, with a checkmark next to the file you are currently viewing.

    Let us know how it goes!

    -Quicken Anja
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