New Vanguard Deposit Account Balances not reflecting in Quicken

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ahibler102
ahibler102 Member ✭✭
edited February 2023 in Download, Add/Update Accounts (Mac)
I just switched to the new offered Vanguard FDIC insured deposit account, as my default settlement account, vs the money market fund. However the balances are not reflecting in Quicken. Is this a known issue? I did the usual disconnect/reconnect for my Vanguard accounts, but no luck. Thanks.
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Answers

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @ahibler102, 

    Thank you for reaching out to the Quicken Community with this issue. 

    Before I can further assist you, I require some more information. What exactly occurs when attempting to update your accounts? Do you receive any error codes or messages? What is the connection method that you set up with Vanguard? You can see the connection method by navigating to Settings > Downloads > Connection Type. 

    I look forward to your response. 

    -Quicken Jasmine

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  • ahibler102
    ahibler102 Member ✭✭
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    Hi, I connect via Direct Connect. No Errors. The Cash Deposit balance is not being reflected in the Portfolio. Only my stocks and metal funds are reflected in the Quicken "Portfolio" tab.
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