I am trying to download my transactions from Vanguard to QC for Mac, not working.

Question

After 20 years using Quicken for PC, I made the move to a Mac.

Direct Connect is not working, I have resorted to downloading Vanguard transactions to Quicken on my new MacBook Air.  When I downloaded the transactions for 2 different accounts manually from the download center today (5/1) for yesterday's activity, they downloaded to Quicken but they were posted to Quicken incorrectly. The amounts did not match what the Vanguard website showed. Any ideas on what is going on?

I have to say that Quicken for the Mac is way behind the PC version. I have spent a LOT of time manually doing things that were automatic before. And finding out after the move that Quicken for Mac did not include the Lifetime Planner was a real bummer. I probably would not have make the move to a MAC if I'd know that.

Thanks

Jon · Answer

Strange. DC seems to be working fine for my Vanguard IRA, I got my end-of-the-month dividend transaction as expected.

TN Doug · Answer

When I tried Direct Connect, it did not download the most recent transactions. No error message, acted like it had completed the process, but the 2 transactions for the prior day did not download. That is when I resorted to downloading the transactions directly from Vanguard's download center and then importing the file. 2 transactions for that account were imported, but one of them gave incorrect share amounts. It did not match what the Vanguard website showed.

Thanks

NotACPA · Answer

"not working" doesn't give us much info.  Exactly what's happening?  Any error messages or codes?