Vanguard positions incomplete

dhenwood
dhenwood Quicken Mac Subscription Member ✭✭
edited November 2022 in Errors and Troubleshooting (Mac)
Earlier this year, we acquired some new securities in our Vanguard account through inheritance. These are not showing up in Quicken's rendition of the account. What's wrong? Should I delete the account and re-enter it?

Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @dhenwood, 

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue. 

    First, I suggest creating a test file and adding the Vanguard accounts to see if the new securities appear there. You can create a test file by navigating to File > New > Start from Scratch. It is recommended to save a backup before proceeding. 

    Please let me know how this goes. 

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

This discussion has been closed.

Categories