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QWin - Vanguard blue dot flag but no transactions to review - auto entry is the problem (edit)

Larry Nichoalds

I am using the Windows version of Quicken version R57.12. I noticed this issue about a month ago where the Vanguard activity is show a blue dot implying that there was a transaction to accept. But when I go to the transactions page there is nothing showing. I did discover an older discussion called "Quicken Windows - red flag but no transactions to review" which had a procedure for clearing the blue dot (although they call it a red flag), but unfortunately the procedure did not work for me. It does appear as if I have a couple of hung transaction according to the online center, but I have no idea how top clear them. Thanks for any assistance.

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Comments

Quicken Jasmine

Hello @Larry Nichoalds,

If you don’t mind, could you please provide a screenshot of where you are seeing the blue dot and what appears when you hover over it? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments. Please remember to redact any personal information as needed.

Thanks!

Ps56k2

what column is this "blue dot" - ?

or is it to the far left of the account name in the Account List sidebar ?

Ps56k2

here - I never have transactions downloaded directly into my Register -
I want to review ALL transactions prior to commit to Register … for … Matching, etc -

https://community.quicken.com/discussion/comment/20435392#Comment_20435392

Larry Nichoalds

Jamine, Here are a few screen shots of the issue. The first one is of the Blue Dot next to the Vanguard name is listed under the Account section of the Investment page.

Here are the hung transactions from the Online Center

Here is a message indicating that I need to accept the download

But there are no transactions to accept

Hope this helps.

Larry Nichoalds

Chris, I am a long time Quicken user and did not see this issue until the last couple of months. Has something changed in that period? BTW is the mode you are referring to this:

Thanks

Quicken Jasmine

Hello @Larry Nichoalds,

To start with, please right-click the account experiencing this problem in the Account List sidebar and select Edit/Delete Account. Then, navigate to the Online Services tab and check if "Automatic entry is: ..." is set to On or Off (see below).

Please click on it and select the opposite choice of what is currently selected. If it is set to "No - Never...", please switch it to "Yes - Always…" or vice versa (see below). Doing so should allow you to deactivate the account without getting the error message again. You can switch this setting back after reactivating the account.

Once that is done, attempt to deactivate the account. If needed, please follow the steps found in this support article to deactivate. Once deactivated, please reactivate through Add Account, by navigating to Tools > Add Account..., search for your Financial Institution name, and follow the prompts to connect. Once your account(s) have been found, link to the existing account(s) you have already set up in Quicken.

Let me know how it goes!

Chris_QPW

https://community.quicken.com/discussion/comment/20438630#Comment_20438630

Check the setting in the Account Details → Online Services tab like @Quicken Jasmine pointed out, both the global preference and this per account need to turned off to prevent automatic entry. I don't think that deactivating/reactivating is the problem or will fix the problem.

Larry Nichoalds

Thanks Jasmine, I had thought that I had tried modifying Automatic entry option under the Online Services previously, but when I tried it this time it worked and the transactions appeared in the download entries section of Vanguard. It solved the problem, thank you. Chris you are right trying to deactivate the account and reactivate it does not solve the problem and apparently is not required.

Quicken Jasmine

Hello @Larry Nichoalds,

Awesome! I am so happy to hear that we were able to resolve the issue!

Please do not hesitate to reach out with any further questions or concerns.