Vanguard QFX download - Account not recognized in Quicken

GG_Bridge
GG_Bridge Member ✭
edited May 9 in Errors and Troubleshooting (Windows)
Vanguard regularly does not upload transaction with the normal upload process. In the past I have downloaded the QFX file and then successfully uploaded that file to Quicken Deluxe. Now I get a message in Quicken saying that Vanguard is attempting to upload data to an account that does not exist in Quicken.

Comments

  • NotACPA
    NotACPA SuperUser ✭✭✭✭
    When you do TOOLS, Account List ... what shows in the "Transaction Download", "Last Download" and "Financial Institution" columns for that account?
    Are you able to successfully download from other financial institutions?
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    First - you are "downloading" from Vanguard and then "importing" into Quicken -
    Next - why are you manually doing this vs the Quicken - One Step Update - which would do it all online via Direct Connect ?
    15103    15103    15103    Vanguard    https://investor.vanguard.com/home/   
    1-888-285-4563    https://investor.vanguard.com/corporate-portal/    ACTIVE   
    INVESTMENT,ACCOUNTINFO,401K&DIRECT   
    INVESTMENT,401K&WEB-CONNECT            

    QWin Deluxe Subscription - Win10
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