Transactions From Vanguard Not Importing Correctly -Shows Double
alan933
Quicken Windows Subscription Member ✭✭
This is not only Vanguard , it did it with my employer 401k at Fidelity also.
It is showing double amounts after exchanging investments. Look at below.
I had 11k of VBIAX fund in Roth IRA (251 shares at $44)
I sold it
Next day I buy 28 shares of MSFT stock for almost same amount.
Instead of showing a hold→sell→buy of same amount, it shows double (22,000) for the amount now of this account. !!
Why is it not correct on import?
See below with Vanguard account transactions and Quicken Classic Premiere display
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