OL-297 with Vanguard

System

This discussion was created from comments split from:

Vanguard - continued problems

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baehrtime

I can not select Complete Tracking. It is grayed out. So it's now in Dashboard Mode with no way to get back to Account Register view. So I can not look at any transactions. Spent 1 1/2 hour on Quicken Support. Could not fix. Will not send me to Tier 2 where I know they know how to fix all this. Thanks.

Quicken Kristina

Hello @baehrtime,

Thank you for reaching out to the Community with this issue. I reviewed your contact with Support, and it looks like you're seeing an OL-297 error when you attempt to connect/update with Vanguard. Is that correct?

Which Vanguard connection option and connection method are you using? You can see this information by navigating to Tools>Account List, clicking the Edit button next to the problem account, then selecting the Online Services tab.

I look forward to your response!

Boatnmaniac

https://community.quicken.com/discussion/comment/20482852#Comment_20482852

In your earlier post you said that you were connected with DC. Did you first deactivate that DC connection before you tried to change from Simple Tracking to Complete Tracking?

Others have said that DC needs to be deactivated first (because there is something broken about it) in order to get the Tracking method to be changeable, again. And that is also what my step-by-step instructions say to do (reposted here for quick reference):

1. Back up your data file.
2. Deactivate the account on the Online Service tab of Account Details.
3. Change the tracking method from Simple to Complete on the General tab of Account Details.
4. Go to Tools > Add Account (or click on the "+" symbol above the Account Bar List which will open Add Account) to set up downloading with Direct Connect….DO NOT USE SET UP NOW.
5. During this process you will likely be prompted to decide what to do with the downloaded data. For the accounts that are already connected correctly, make sure to select "Do Not Add". For the account in question that you need fixed, make sure you Link it to the account that is already in Quicken.

baehrtime

Thank you very much for your help. I was on the phone with Quicken Support for 2 hours. Somehow, he got it to download. I think I'm back in action. Very grateful. Thanks.

baehrtime

It got fixed. Thanks very much.

Quicken Kristina

Thank you for the follow-up,

I'm glad to hear Support was able to help you fix the issue!

If you need further assistance, please feel free to reach out!