Why can't I download Vanguard transactions to my existing acct in Quicken

LeaningTower

I recently transitioned my Vanguard Mutual Fund account to a Vanguard Brokerage account (with some advice from this board - see thread: "Vanguard Mutual Fund Account transition to Brokerage Account")

I downloaded a QFX file and ran it, selecting "Link to existing account" I selected the Vanguard acct that I had set up in Quicken years ago and deleted all the Shares Added transactions, and everything looked good.

HOWEVER, whenever I download my transaction since then, I still get the pop-up window in Quicken (IMPORT DOWNLOADED TRANSACTIONS) asking me if I want to create a new account or link to an existing acct. No matter what I try, it will not download to the existing account.

I try selecting the existing acct and clicking IMPORT. It brings me back to the IMPORT DOWNLOADED TRANSACTIONS window. I try deactivating the account in Quicken. Still no dice. I try deactivating and deleting the account # and still no dice. I get a pop-up window informing me that I downloaded transactions for an acct that does not exist in Quicken.

More confusing, when running the QFX file, the "import downloaded transactions" window displays the current Vanguard account #. (ie 98765) But after attempting to download/link it to the existing acct, and running the the QFX again, the "import" window displays the old acct # (ie 12345). This acct # keeps toggling back and forth when I re-run the QFX, with and without deactivating in between.

Any advice on how to fix this??

(I'm running Quicken Premier for Windows Ver 42.21 Win10)

Quicken Jasmine

Hello @LeaningTower,

Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue with QFX downloads. 

We recommend that you contact Quicken Support directly for further assistance as they can walk you through troubleshooting steps in real-time and utilize functions such as screen share. 

The Quicken Support phone number can be found through this link here. Phone support is available from 5:00am PT to 5:00pm PT, Monday through Friday.

Thank you. 

LeaningTower

thanks Jasmine. I might try that next week. But I've found that many people on this board are more helpful, experienced and knowledgeable than some of the tech support agents I spoken with at Quicken. I'm hoping someone on here can help resolve this.

Although in any case, I would never trust tech support with access to my computer to screen share.

GeoffG

Vanguard offers Direct Connect for downloads, is there a reason you are not using this method?

LeaningTower

I download QFX files from all my financial institutions (with just a couple of exceptions for banks that don't support it). Ive been doing this with Vanguard for several years without a problem--until now.