Vanguard balance sets to zero then corrects in a couple days
Since my funds were moved from a prior administrator to Vanguard in July, I find that the balance will go to zero in Quicken for Mac every couple days then correct to the full balance a couple days later. I've spoken to Quicken. They say to speak to Vanguard. Vanguard points back to Quicken. None of my other institutions that I download from are having this issue.
It's very frustrating to see hundreds of thousands of dollars vanish in Quicken a couple times a week then reappear. At my wits end. Thinking I should just move the money to another administrator.
Comments
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Hello @tomott61,
First, could you please tell us where your data file is located? Do you have it stored on your local hard drive, or in a folder that is synced with a cloud-based drive (e.g.: iCloud, DropBox, etc)?
Also, if you don't mind, could you please provide a screenshot of what you are seeing? 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.
Thank you!
-Quicken Anja
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