Vanguard transactions have stopped downloading

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jdwgt62
jdwgt62 Member ✭✭

I have had an ongoing problem with downloading transactions from my six Vanguard accounts since early March. The only suggestion I get from Quicken support is to deactivate and set the accounts back up. I have tried multiple different variations of this process without success. (e.g. deactivate all Vanguard accounts, exit Quicken, restart Quicken, set Vanguard accounts back up) continue to get the same result. The account list shows all of my Vanguard accounts as connected via Direct Connect. Every attempt to update any of the accounts results in the same message, "6 accounts updated, 12 new transactions." When I click on the details of the transactions, it shows the number of transactions downloaded by account and the common message, "Holdings information updated as of 3/11/2023 4:00:00 PM." The date stamp of the update process is always the current date and time.

I have tried deactivating all the Vanguard accounts, exiting Quicken, uninstalling and reinstalling Quicken, and then setting up the Vanguard accounts for online update, but get the same result as described above.

Recently, I have tried to restore my 3/4/23 and 2/25/23 backups and run a Vanguard update and got the attached error message.

I have also created a new Quicken file with just my Vanguard accounts to test the update process. The updates work just fine in that Quicken file. Unfortunately, I can't find a way to merge the two files or extract a download from Vanguard that I can merge with my original Quicken file. I have run out of options and welcome any suggestions.

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  • Bob_L
    Bob_L SuperUser ✭✭✭✭✭
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    Unfortunately, that sounds like a corrupted file to me. Only thing I can suggest is to have quicken create a copy(not a backup). That process copies all the records individually so sometimes works. It does however disable all online services, meaning you will need to reconnect online accounts in the new file. Do that from the file menu.

    Quicken Business & Personal Subscription, Windows 11 Home

  • jdwgt62
    jdwgt62 Member ✭✭
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    With Quicken support, I was able to reactivate the downloading of transactions for my Vanguard accounts. However, as a result of my previous efforts, the DSTART date on my accounts was set to the current date and only the current date's transactions were updated, leaving me missing several months of transactions. I see several discussions in the community about resetting the DSTART date, but don't know how to do that. When doing a search on Quicken help files for DSTART, nothing comes up and none of the Community discussions ever explain how to do that. Can you help me understand that process?

    I did try downloading a QFX File from Vanguard for the missing transactions. When I tried to process the file via the File Import, Web Connect (.QFX) File method, I got the same error as shown in the above attachment. This led me to try to understand the "reset DSTART" process.

  • Bob_L
    Bob_L SuperUser ✭✭✭✭✭
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    Go to the online center for the account. While holding control, click "Contact Info"at the top of that window. HTH

    Quicken Business & Personal Subscription, Windows 11 Home

  • jdwgt62
    jdwgt62 Member ✭✭
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    I'm sorry, but I need more specific steps to "Go to the online center for the account. " I don't understand what that is or how to get there. Are you talking about the Quicken website?

  • Bob_L
    Bob_L SuperUser ✭✭✭✭✭
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    Sorry I didn't explain further. With the Quicken Vanguard account open, click Tools on the menu, then select online center.

    Quicken Business & Personal Subscription, Windows 11 Home

  • jdwgt62
    jdwgt62 Member ✭✭
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    When I hold CTRL and click Contact Info, what is supposed to happen? How does this allow me to reset a DSTART date?

  • Bob_L
    Bob_L SuperUser ✭✭✭✭✭
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    Did you try it? If you do you will see that it brings up a dialog where you reset DSTART.

    Quicken Business & Personal Subscription, Windows 11 Home

  • jdwgt62
    jdwgt62 Member ✭✭
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    When I tried yesterday, I got a swirley circle and no window. When I tried again today, I got the "Refresh Online Transaction Information." window. I proceeded to try it out by resetting the DTSTART date for one of my Vanguard accounts and updating the transactions for that account. It worked like a charm. I now need to do that for my other 5 Vanguard accounts and reactivate all my bank and credit card accounts since the Quicken support person started the Vanguard reactivate procedure with a copied file process version. I have documented the "Reset DTSTART date" process for future use if I need it.

    If I had not been searching the Community files, I would never have found out about the DTSTART date. There is nothing in the Quicken help files that mention it. Thank you for your patience in guiding me through this process. Due to my procrastination, this has been a multi-month frustrating activity. I still don't know what caused the problem in the first place and why Quicken started giving me the above-attached error.

  • Bob_L
    Bob_L SuperUser ✭✭✭✭✭
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    Glad it worked out, and good luck on the rest of the accounts!

    Quicken Business & Personal Subscription, Windows 11 Home

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