This is a follow-up to "Vanguard web connect not importing properly – adequate resolution" posted but closed at "https://community.quicken.com/discussion/comment/20474749#Comment_20474749"
I resolved this issue by doing the following:
- Backed up the QDF that was having the problem.
- Open Quicken to the QDF that was having the problem.
- Added a new security with the proper Ticker Symbol.
- Went to the "Download Center" in Vanguard Holdings Screen on Vanguard.com.
- Check-marked the account that was having the issue, and told it to download 1 month of transactions.
- It prompted me to save or download the QFX. I saved it.
- Double-clicked on the downloaded QFX. It told me I had no new transactions, but my balances were updated.
- After I closed the above dialogue box, Quicken brought me to the "Match Security Screen"
- I matched it with the security I added in step 3 above.
- It matched the security.
- When I went to the online center holdings, the proper security I added in step 3 was shown with the proper name I created in step 3.
- When I went to holdings and said "Compare to Portfolio", it said my Quicken Account and Brokerage Holdings are in agreement.
- Did a full One-Step Update and all was well.
