Trying to import Vanguard 401(K) transactions

Michael Rosen

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?

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.

Michael Rosen

Does anybody have any ideas?

mshiggins

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.