Quicken Classic for Win - OL-295-A Errors at Vanguard

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Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @Pookie said:

    They did say that I could download transactions directly from the Vanguard site. I see that it will download in .QFX format, which can be imported into Quicken.

    That is really good information. It is a good workaround solution for downloading transactions until the OSU download fix can be implemented.

    Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home

  • Quicken Windows Subscription Member ✭✭

    add me to the list

  • Quicken Windows Subscription Member ✭✭

    Thanks, @Jim_Harman; your fix for OSA details worked!

  • Quicken Windows Subscription Member ✭✭

    Ditto. First started yesterday (02/20). During the update, it says "waiting" then changes to an "error has occurred" Oddly, the one step update summary pop-up window does not show anything related to Vanguard update attempt.

  • Quicken Windows Subscription Member

    Same QL-295-A sync issue with Vanguard happening for me too. Using Windows 11 Quicken Classic Deluxe. I ran updates and am at Deluxe
    Version R61.20, Build 27.1.61.20. If I expand the accounts error, for each of my Vanguard accounts, it shows..

    No transactions to review.
    Holdings information updated as of 2/19/2025 1;00:00pm

  • Quicken Windows Subscription Member ✭✭

    I have spoken to Vanguard, and they are clueless. They have no idea how long this problem will be fixed. They can be a few reasons for this issue. One that everyone has mention is maybe they are doing a security update and disconnected 3rd party programs, the other one could be just maybe Vanguard was compromised, and the first thing tech support would do is stop 3rd party software connecting to their servers. There are a few items also missing on their web site, so I am very suspicious what is going on since they are very secretive about this issue

  • Quicken Windows Subscription Member

    2.21.25 - Same issue for me. Quicken Classic - Windows PC. A couple of days now. Tried deactivating, removing acct info from General Tab, and then connecting. Also tried adding a new account (with plans to match with existing in Quicken). Nothing worked.

  • Member ✭✭✭
    edited February 21

    Tried resetting account. That failed also. Quicken version R61.20. Two existing Vanguard IRA's won't download transactions due to the error. All other banks working OK.

    [Merged Post]

  • Member ✭✭

    Same error for me as of today 2/21/25. Multiple tries.

  • Member ✭✭✭✭
    edited February 21

    Here's a Quicken article on this specific issue. Try a few of the "fixes".

    https://www.quicken.com/support/error-when-using-online-services-ol-297/

    [Merged Post]

  • Member ✭✭✭

    The previously very reliable download (One Step Update) with Vanguard is suddenly failing.

    I've tried updating Quicken, restarting Quicken, doing a validation, and removing the connection and attempting to re-add.

    Now I'm just getting this message when I attempt to re-add the connection: "Sorry. We encountered an error. (It's not your fault)"

    Has anyone else received this message recently?

    This is currently on R61.20

  • Quicken Windows Subscription Moderator mod
    edited February 21

    Hello @Ted P & @Arthur Begun,

    Unfortunately, this is a known issue. Since there is already an existing discussion on this issue, I merged your post with the existing discussion. If you haven't already done so, please bookmark the Community Alert linked below to be notified of any updates, once available, and to know when the issue is resolved.

    Thank you!

    (Ticket #11601449/ CTP-12250)

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • Member ✭✭

    I had a chat session with Vanguard a few min ago. Things are still messed up on their end, no ETA for resolution and unlikely that they will send out any kind of notice when it's fixed.

    We'll just have to keep trying, though waiting until Monday would probably be a good idea…

  • Quicken Windows Subscription Member

    Having the same issue. Commenting to follow

  • Quicken Windows 2017 Member ✭✭
    edited February 21

    Same issue Windows 11. Vanguard denies. Also seeing weird issues with Regions. I deleted the Vanguard account out of Quicken after exhausting my troubleshooting but adding the account back is no go.

  • Quicken Windows Subscription Member ✭✭✭

    I was successful in doing a manual download of transactions from Vanguard to a qfx file… I had a complicated multi-line transaction occur yesterday, and it all seems to have downloaded properly.

    I suggest backing up your Quicken file before doing that though.

  • Quicken Windows Subscription Member, Windows Beta Beta

    I also started to get the OL-295-A error last night. Hope that it will get fixed soon.

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited February 21

    I hope you saved a backup of your data file before deleting your Vanguard account. Deleting an account rarely solves any connection issues and can actually cause more problems in your data file, especially if there were transfer transactions in that account to/from other accounts in Quicken.

    If you have that backup file, I suggest you restore it and use that file going forward. This way you will not lose any historical Vanguard account data. Otherwise you might not recover all of your Vanguard account data when the Vanguard connection issue is resolved.

    The issue being experienced with Vanguard is caused by Vanguard. They changed their connection method for QMac and it appears to have impacted download connections for both QMac and QWin. Until Vanguard fixes their connection issue you can manually download and import transactions from your online account in QFX files (called the Web Connect connection method).

    Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home

  • Quicken Windows Subscription Member ✭✭

    I use Quicken Classic for Home and Business. Starting yesterday I received the error message OL295A for my Vanguard accounts. There was no problem with downloads from other financial institutions

    The error message tells me to contact the financial institution. So, I contacted Vanguard and I did not get a solution to the problem. I tried restarting the Quicken program and also tried restarting the computer. That did not solve my problem.

    Any suggestions?

  • Quicken Windows Other Member ✭✭

    Same issue. Windows 11. Quicken Classic Home and Business, build R61.20.

  • Member ✭✭

    I had the same issue today with OL-295-A error. I was able to manually download a .qxf file from the Vanguard website to get my transactions updated. However, this is not a preferred method. I hope Vanguard fixes what they broke and don't expect us to continue to do the manual downloading.

  • Quicken Windows Subscription Member ✭✭

    Thanks for the responses -It is nice to know I am not alone. We will see what happens. Hopefully Vanguard will realize that there is a problem

  • Member ✭✭
    edited February 21

    The Quicken support website indicates that the issue with only with the Mac version but it affects Windows as well as is indicated in the community post about it. Whether Vanguard is really aware of it remains a question mark. I've had multiple phone calls with Quicken Support and with Vanguard Support. Vanguard has said it's a Quicken issue but Quicken claims it's a Vanguard issue. I hope someone other than a support rep is pursuing the matter. One Quicken rep wasted 40 minutes of my time and afterwards I had to restore a backup file.

  • Quicken Windows Subscription Member

    Same problem for me as OP with the same timeline. Also, attempted to make new account and could not connect to Vanguard. Manual download of .QFX file did work, though.

  • Quicken Windows Subscription Member ✭✭✭

    Is there an easy way to reconcile shares when you can't use direct connect? It looks like you'd have to update/compare all of them manually…

  • Quicken Windows Subscription Member

    Having the same issue with not being able to connect to Vanguard. Very frustrating. What is the ETA for a fix?

  • Quicken Windows Subscription Member ✭✭

    @Quicken Janean you posted an announcement about Quicken for Mac being impacted by the changes at Vanguard. You also stated it doesn't impact windows. You need to update that and state it DOES impact windows. Attached are screen shots I took. When i tried to reset the account a blank pop-up box occurs and i can't close it. I have to go to task manager and force Quicken to close. I also get OL-295-A error code when trying to update Vanguard.

  • Quicken Windows Subscription Member ✭✭

    Same problem since 2/21.

  • Quicken Mac Subscription Member ✭✭✭

    FYI, even though Quicken still can't connect to Vanguard, it somehow updated my account balances correctly. So, it uses a different method to update account balances apparently.

This discussion has been closed.