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How to handle Vanguard Cash+ Account in Quicken

RobtDaniels

I have the same issue as everyone else here. Vanguard's response was to tell me to call Quicken. I worked with Quicken for a couple of hours, but no resolution. Quicken treates the account as an investment account rather than a cash account and there doesn't seem to be a fix at Quicken. All I can add is that my bank (where I have the Vanguard Account linked) shows the Cash+ account correctly.

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Comments

Quicken Jasmine

Hello @RobtDaniels,

Thank you for bringing this issue to our attention.

First, I suggest creating a test file and attempting to add the Vanguard Cash+ account to see if the same issue occurs with the $0 balance. This will confirm whether or not this issue is on the financial institution's side or Quicken's. To create a test file, navigate to File > New Quicken File… Please make sure to unlink your Vanguard account(s) from your main file before proceeding. It is also recommended to save a backup (just in case).

Let me know how it goes!

markus1957

It won't help; Vanguard is sending non-compliant qfx files to Quicken.

Quicken Jasmine

https://community.quicken.com/discussion/comment/20476925#Comment_20476925

Thank you for sharing this information!