downloading transactions from vanguard and I keep getting unidentified security

rstephans
rstephans Quicken Windows Subscription Member ✭✭
in Investing (Windows)

for several months now, when I download from vanguard to quicken classic, I get all my vanguard funds downloaded as unidentified securities. but non-vanguard funds download properly. this includes both dividend reinvestments and purchases. I have been manually changing each transaction but that is very time-consuming. quicken help told me to start a new file. I don't want to do that obviously, unless absolutely necessary. can you help me please? thanks.

Answers

  • Mark1104
    Mark1104 Member ✭✭✭✭
    1. set up a new file as a test and download the transactions. if there are no unidentified securities, it means it's your file.
    2. Take your qdata file and run a validation. Does that solve the issue?
    3. Take your qdata file and run a super-validation. Does that solve the issue?

  • rstephans
    rstephans Quicken Windows Subscription Member ✭✭

    thanks Mark1104. Am working on your suggestions.

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