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One step updates from Vanguard, can't add to register

Dale3

Hello, when I run one step update, and I have new transactions from Vanguard they show in the "downloaded transactions" area below the register. When I click on them to enter them there is no response, they do enter the register the transaction stays in the download section. When I close and reopen Quicken the transactions will then enter the register when I click on them. This has been happening for years and I have just dealt with it, I have tried reinstalls and other things with no luck. I do not have any other brokerage accounts. All of my other accounts, checking, credit card and saving, do not have this behavior.

R61.20

Build 27.1.61.20

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Comments

Quicken Kristina

Hello @Dale3,

Thank you for coming to the Community to let us know you're seeing this behavior. You mentioned it's been going on for years; do you recall roughly when it started? What is the exact behavior you are seeing? For example, when you click on the transaction in the section below the register, does it show "accepted", or does it act like nothing happened?

If possible, please post a screenshot of what you are seeing after reviewing/accepting transactions in your investment account (please make sure to redact any personal information). 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.

I look forward to your response!

Dale3

Hello Kristina,

Thanks for the response. I can't really say when the concern started, I have just accepted the behavior for so long, I don't know how much time has passed. I've been retired for over 2 years and I know the behavior was happening before that. Best guess would be around 2021.

I will send a screen shot when the direct connect concern is resolved with Vanguard.

DebVirginia

I'm not sure if this is related, but for the past week I have been experiencing problem with Chase and AmEx credit card transactions being downloaded but then not accepting into the register. If I close Quicken and reopen, the transactions will accept. I have tried accepting transactions individually and I have tried using accept all. It seems like Quicken is working, but the screen then looks just like it did before I started trying to accept the transactions. What's really weird is that in the same session, some of the card accounts will accept and some won't - same card issuer.

Dale3

Hello Kristina,

I did a manual download from Vanguard to get these screen shots. Not sure why the picture sizes are so different?

The first one is what came in after download, this is what always happens and what has been happening for years. I was mistaken on my first description of the problem, sorry.

When I click the flag to enter the transaction, the downloaded transactions field is blank, first photo.

When I close the program and reopen, and click the flag, then the transaction will populate the downloaded transaction field, second photo.

FYI, I keep my computer on overnight as well as the Quicken program and I do updates every morning. Also, if for any reason my computer or the program is closed and started before I before I do a fresh one step update, the downloaded transactions will work properly.

Hope this makes my concern clearer.

Thank you

[Edited Image Size]

Quicken Kristina

Thank you for your reply @Dale3,

You can edit the image size in your posts, if the default size is too big or too small. When you click on the image, you should get a small toolbar near the top of the image. The second icon from the left lets you select Small, Medium, or Large for the image size.

Screenshot 2025-02-28 at 12.33.34 PM.png

Based on your description of what is happening, it seems like this issue is occurring exclusively when your Quicken program has been open for a long time (I'm assuming open overnight means 8+ hours)? Is there a reason you need to leave it open so long (for example, is it really slow to start up)?

Thank you for joining the discussion @DebVirginia,

That issue does sound similar. Do you typically leave your Quicken program up most of the time, or do you close the program once you're done using it for the day? Have you restarted your computer recently (sometimes, unusual program behaviors can be corrected by a computer restart)? Is the issue happening with the same accounts every time, or does the impacted account(s) vary?

I look forward to your response!

Dale3

Hello all

I do leave the program open at all times. Mainly because of daily use, most days at least. I do a manual backup weekly with a program restart.

Just seems odd that it's only the investment acct and not any of the banking or savings accounts (2 banks and 2 savings institutions).

I was kind of hoping some other users were having the same concern, with solutions. This is the first time I've asked about it.

Thanks for picture resize info.

Quicken Kristina

Thank you for your reply @Dale3,

I'll try to replicate the issue by leaving my Quicken up overnight, and see what happens in the morning when I update my accounts. In the meantime, restarting your Quicken program when the issue happens should be a viable work-around.

Thank you!

Quicken Kristina

Thank you for your patience,

I tried to replicate the issue by leaving Quicken open for several days, but wasn't able to get the same results you are seeing.

To check for program issues as a possible cause, please backup your file and try manually reinstalling the latest program update patch. To do that, please follow the directions in this article:

https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product/

If the issue persists, please try uninstalling and reinstalling the Quicken program. This article provides the link to reinstall Quicken:

https://www.quicken.com/support/how-do-i-download-quicken-quickencom-after-i-buy-it/

Please let me know how it goes!

DebVirginia

I typically keep my computer on overnight. I used to leave Quicken open overnight because I update every day as well. Due to increased crashing behavior, I now close it after I am finished. I still have random Quicken crashes, but it's better. I haven't had the problem since I posted the earlier info, so maybe something has changed. Thanks for looking at this.

Quicken Kristina

Thank you for the follow-up @DebVirginia,

I'm glad to hear that the issue hasn't returned since your earlier post.

If the issue does return, please feel free to reach out!