Vanguard Not Downloading

System

This discussion was created from comments split from: Vanguard accounts not downloading?.

imdcareys

@QuickenJasmine

I use the Windows version, and I have been having the same issue as Mark IL22. I'm not certain when it started, but after every payday I usually can only get transactions from my 401(k) if I Deactivate Online setup, and then set it up all over again. Sometimes, I get one successful download, then " 0 new transactions" on subsequent updates. Other times, like today I get no downloads although I can see on their website that I do have more recent transactions than those reflected in Quicken.

Update: I redid the Deactivate and closed Quicken. Then I opened Quicken and set up the downloads again. After that finished, I got a message that it downloaded the past 987 days (or so), but there were no new transactions. The securities values were updated, but the new transactions were not. So now I have 8 new placeholder entries.

Thank you,

Carey

Quicken Kristina

Hello @imdcareys,

Thank you for reaching out to the Community and telling us about this issue.  I'm sorry to hear you're running into this problem. When did you first notice this issue? Is this affecting just that one account? Do you keep your Quicken file on your C drive or is it on a shared network drive?  Is your Quicken file synced with any cloud service, such as One Drive or Dropbox (if it is, you will usually see the service name listed in the file location)? 

The simplest way to check your file location, if you have Quicken up and the file open, is to click on File, then look near the bottom of the list, just above where it says Exit.  It will list the file locations for the 4 Quicken files you have most recently accessed, with the one you are currently in at the #1 spot.

Thank you.

imdcareys

Referring back to my account detail notes, It has been going on since 11/23/22. Also happened on 2/5/23, 3/10/23, 5/13/23, and several times after, but I ran out of space in the Comments box to record them. Here's what I have recorded there:

11/23/22 - Account will not sycn to Web from memorized paycheck. Created thread in Quicken Community.
02/05/23 - Vanguard reset, then deactivated.
03/10/23 -Deactivate/Reactivate
05/13/23 -Deactivate/Reactivate

Usually Deactive/Reactivate resolves the issue, but not now. It only affects this one account. My Quicken file is stored on my C:\Users… path. I copy my data file to a different drive and sync to Dropbox from that drive. I do not synch my live data file.

The new placeholder entries have nearly doubled my 401(k) balance. I am working on finding a way to delete them without deleting all placeholders.

Thank you for reaching out,

Carey

Quicken Kristina

Thank you for your reply,

If you made a backup of your file before doing the deactivate/reconnect, restoring that backup may be the simplest way to remove the extra placeholders.

To further troubleshoot the download issue, I suggest that you try validating and/or super validating your data file.  Please save a backup file prior to performing these steps.

Validate: 

1. File
2. Validate and Repair File...
3. Validate File
4. Click OK
5. Close the Data Log
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.

If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate.

Super Validate:

1. File
2. Hold CTRL + Shift and click Validate and Repair File...
3. Super Validate File
4. Click OK
5. Close the Data Log
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.   

Thank you.

imdcareys

@Quicken Kristina - It appears that the Super Validate has resolved this for now. I did delete the Placeholders at Reports > Banking > Transaction. After that, I closed Quicken per above and reopened (after at least 5 seconds) 3 times. Each time after reopening, I downloaded the Vanguard account, and it did not produce any more placeholder entries.

I am a bit skeptical, but it is working correctly now.

Thank you so much for helping me with this :)

-Carey

Quicken Kristina

Thank you for your reply,

I'm glad to hear its working. Feel free to reach out if you need further assistance.

Thank you.