Quicken Classic for Win - OL-295-A Errors at Vanguard
Answers
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When I set up the online connection, it did use Direct Connect. Still forced me to Simple Mode.
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I’m using Mac and this issue seems to be resolved.
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BobL's method:
«Try deactivating your vanguard accounts. Then use the + button in the accounts bar on the right side to add accounts. Pick Vanguard. Then on I think it's the next screen choose the advanced option link which will then allow you to force direct connect.»
Make sure the Vanguard accounts Online Services are Deactivated. Then make sure that the Tracking Method on the General Tab is marked as Complete. (Note this option is grayed out if online services are still active.)
I didn't even find the need to use the Advanced Option link: the screen defaults are Direct Connect or Bank Download. Choosing the first restored the normal transaction download- though you will need to confirm the links between QW accounts and Vanguard accounts.
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Check preferences >Investments and make sure option to force simple for new accounts is not checked.
Quicken Business & Personal Subscription, Windows 11 Pro
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Same, in my account detail, general tab, my Vanguard accounts are marked "complete" vs "simple" and I'm getting all transactions
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This is strange; in my Vanguard accounts regular stocks and most other funds or ETFs are showing "Return % YTD." But Vanguard ETFs and funds are showing a blank in this column, and in "Return (%) 1 Year" column. In all cases "Amount Return YTD" has values as does "ROI (%) YTD" and those values are correct. I find it strange that Quicken would calculate "Return % YTD" for Vanguard products from Vanguard data but all other assets from the actual price history. Really strange is that I have two options positions in my Vanguard brokerage account where I update the prices manually in Quicken. Neither of those positions is showing "Return % YTD."
Vanguard ETFs in my other company brokerage account show "Return % YTD"/etc. just fine.
I feel like this might be a Quicken thing rather than a Vanguard thing but who knows?
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My connection seems to be working as of today.
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@mtn_living and others with issues related to the Return (%) YTD column in the Portfolio views:
That data has nothing to do with the recent Vanguard connection issues, it is downloaded from Quicken's quote provider. It is often missing or out of date. See for example this discussion
QWin Premier subscription2 -
It's not clear to me why this worked, but it did. I did set up Direct Connect the last time, but not by adding the accounts as new. But this time it allowed a complete connection so I'm seeing all the transactions. Thank you Bob!
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Took six or seven different tries, but I finally got it to work with Direct Connect and full register transaction detail using BobL's method. What a mess. Simple connect is simply unacceptable, and I was preparing to roll my wife's 401k at Vanguard over to her IRA at E*Trade. I prefer to have some diversity among my banks/brokerages for safety, but being forced to use simple connect would have forced a move.
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What a complete and utter disaster! Since this Windows OL-295-A Vanguard fiasco started, I have been checking Quicken Community almost daily for updates. I was pleased to see that it may have been fixed today. So, I once again added my Vanguard accounts to online services and, at least at first, it appeared to have worked. Well, then I attempted to view my Vanguard account register and saw a useless page I've never seen before. It took me a while to figure out I was now in "Simple Positions Only" mode rather than my desired and usual "Complete - Positions and Transactions" mode. With the help of this forum and Bob_L's fix, I was able to get back to "Complete" mode. My current connection method under the Online Services tab is showing as "Direct Connect" and everything appears to be working for now. Let's hope this is the end of this mess. An issue like this simply should not take this long to get resolved regardless of who is at fault here. Thank you for the Quicken Community!
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It's working for me now. Just clicked "Deactivate" and then added Vanguard. Works fine for now anyway.
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I followed instructions and have been downloading transactions manually during this outage. Now I can connect again, but my Vanguard Brokerage account flips to Simple Positions Only when I re-enable Direct Connect. This is not acceptable for me, as I have years of transaction data in Quicken. Error messages:
But Quicken is NOT using EWC for this account:
I am forced to disable Direct Connect, switch back to Complete Investing, and then I am forced to continue downloading transactions manually. I tried this process numerous times, including restarting Quicken and validating the file (no errors found). This is a big problem for me, please help! -Henry Berg
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I also noticed that after downloading transactions manually, that the account detail page showed "Simple Investing" selected, even though the actual account view remained Complete Investing. If I then disconnect Online Services for the account (which were just manual downloads anyway), the account General tab switches itself back to Complete Investing. But once again, if you enable Direct Connect, both the indicated AND the actual view for the account downgrades to Simple Investing, and the only way to recover Complete Investing is to disconnect Online Services completely. So there is a bug in the program that is forcing the account to Simple Investing when you enable Direct Connect. -Henry Berg
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Yes, all known. Follow BobL's method above (add new account via +) and it should work for you.
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Yes, there is a bug… but the fix from BobL is above.
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Henry Berg I ended up in the "Simple Investing" mess also. I recommend looking back and find the procedure of Boatnmaniac.
Briefly, disable the downloads, select type "Complete - Positions and Transactions" (this step may not be needed, but I did this), and then go to Tools > Add Account. Search (or just select??) for Vanguard and add your account(s). Make sure that the accounts LINK with the accounts existing in Quicken. I found that when Vanguard indicates that only 1 day of transactions were downloaded that, well, only one day of transactions were downloaded. This could be a real PITA if you have not manually downloaded late during this connection outage. (So, perhaps run a manual download first??) YMMV Cheers!
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It's working for me. Just clicked "Deactivate" and then added Vanguard.
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I believe you may have been misinformed about "all Vanguard funds could be brought over, including Admiral classes". I have Fidelity accounts, and I am able to receive quotes on Admiral funds. However, Fidelity will not allow me to purchase Admiral funds. Also, I found numerous Vanguard funds that I am unable to purchase, although I am able to receive quotes.
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Possibly. I'll find out soon enough. In long run I will be replacing vanguard funds in tax deferred accounts. Only issue will be in others. Worst case, they stay at Vanguard.
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I disabled the web connection for all 5 of my Vanguard accounts. When I set up one account for direct connection, it wanted me to link all 5 which I did. Some got converted to direct complete, and some got converted to direct simple. ??? Tried so many ways to fix this, no worked. I'll do it the manual way, and try again in a week. This is a total mess!!! Who broke it? Quicken or Vanguard?
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Thank you! Somehow I totally missed the stuff above, my bad and I feel dumb. So strange that doing the exact same thing with the "+" icon instead of connecting via the Online Services tab in Account Details results in the same sequence of dialogs but a totally different result! Thank you also BobL!
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Thank you! I did a manual update to bring everything up to date, disconnected in the Online Services tab, made sure it reverted to Complete Investing on the General tab, then I followed BobL's instructions (that I had missed) and it worked. Not a fun experience!
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PS. Maybe you thought i meant buying vanguard funds in fidelity. That's not my intention. They will only continue in taxable accounts, where sale would create taxable event.
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I had the same problem before seeing a post here. Before "adding" the accounts back to Quicken, go to Edit>Preferences>Investments and make sure "Default to Simple Investing for new accounts" is unchecked.
Also, for each Vanguard account, go to account details and make sure tracking method is set to Complete.
(Edited the following picture to remove confidential infomation)
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Premier/Windows
Vanguard started downloading this morning. I left my accounts alone during this period, and updated once using qfx files. My accounts are still using Direct Connect, with Complete tracking and error went away. No transactions to download yet. Will report back if there is a problem. For now all is good.
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Working for me as of 3/832025
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March 9th, If you are using Quicken Classic Windows, and Vanguard is still not downloading detailed transactions, do not allow quicken to move to the improved connection. It will default your account to simple investing and block you out of all the detailed transactions. I had to restore to a previous backup. Fortunately I had one from yesterday. You can still go to vanguard and download the QFX file and get detailed transactions. Not ideal, but workable until Quicken or Vanguard get it fixed. Vanguard says it is not their connection process. Quicken says it is not their process. 20 years with Vanguard and 20 plus years with Quicken. The Vanguard/Quicken connection has been an on again off again problem.
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This worked for me.
Deactivate all VG accts from online download.
Before "adding" the accounts back to Quicken, go to Edit>Preferences>Investments and make sure "Default to Simple Investing for new accounts" is unchecked.
Go to Accounts, bottom right corner "Add Account".. to add Vanguard accts. reconnect to existing accts and for each Vanguard account, go to account details and make sure tracking method is set to Complete.
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