Trying to import Vanguard 401(K) transactions

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Michael Rosen
Michael Rosen Member ✭✭✭
edited March 30 in Investing (Windows)

I managed to find the page on Vanguard's site where I can actually download a Quicken QFX file. I also downloaded a CSV file so I can see there are transactions for time period selected.

Why am I getting an error that there are no new transactions?

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I deleted all but the XIn activity from my paychecks to start fresh.

I'm running Quicken Classic Premier R54.16, Build 27.1.54.16 on Windows 10.

Thanks.

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  • Michael Rosen
    Michael Rosen Member ✭✭✭
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    Does anybody have any ideas?

  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
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    If you had previously downloaded/imported the transactions to your 401(k) account in Quicken, then deleted the transactions from Quicken, you will not be able to re-import the transactions as Quicken remembers the imported transaction IDs. You can trick Quicken into reimporting the transactions by editing the QFX file and adding an extra digit or letter to each transaction ID.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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