Red Flag...but no transactions there
A bit frustrated. I have an account where the red flag will not go away. There are no visible downloaded transactions. I have tried a few of the suggestions that make it temporarily go away but the flag returns once I go back to my preferred settings. I even tried to reset the account, but I can't since Quicken tells me I must accept a downloaded transaction that I can't see!
I'm on Windows. Release R50.15 The account is a banking account held with Vanguard if that makes a difference. The issue started when I opened this new account with Vanguard in May.
Thank you
Answers
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If you describe the suggestions you tried and what the result was, that will save us trying to guess.
If you go to the account and click on Edit account details, what Account type is listed below the Account name and Description?
On the Display Options tab in the Account Details, what Account Intent is selected?
Is this the new FDIC insured settlement fund that Vanguard is offering, or something else?
QWin Premier subscription0 -
The account is grouped with banking. Category (?) is savings. I tried these suggestions. The first only temporarily removed the flag, which returned when preferences were reset. The second did nothing.
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Missed this question. Yes, it is a FDIC account. But it's not a settlement account. I have one of those too, but that's on the brokerage portion and no issues with that one.
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If Quicken thinks this is a banking type account, it will say Checking or Savings on the Account Details General tab. If it is an investing account, it will say Brokerage or something else. Which is it? This affects how Quicken interprets the data it is sent.
This is different from the Account Intent on the Display options tab.
Or is this account set up as a checking account linked to the brokerage account, in which case it will have a name like <brokerage account name>-cash?
QWin Premier subscription0 -
The account is under Banking. In the Account Details General tab, the account type is Savings.
FWIW, on my Vanguard statements, my Brokeage account and my Cash Plus account are two separate entities.
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The problem has been fixed. I found a thread from 2018 that addressed this issue. Sarah from Quicken outlined each step perfectly. Brava to her.
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