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Vanguard Download CHANGE?

Nick S. in Denver

I'm a long time user, today Vanguard is showing only POSITIONS on downloads not the usual necessary POSITIONS AND TRANSACTIONS? Did some digging, but can not change the TRACKING METHOD which now shows only POSITIONS. Bad news for us Vanguard fans if true. Have recently moved some account from others to SCHWAB and their download connections works perfect. Maybe need to transfer the Vanguard accounts. Are others affected by this issue and have a work around?

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Comments

Quicken Kristina

Hello @Nick S. in Denver,

Thank you for letting us know you're encountering this. To help investigate this, please provide more information:

Which connection option are you using with Vanguard (Vanguard, Vanguard Ascensus Retirement, etc.)?
Are you connected using Direct Connect?
- You can check this by navigating to Tools>Account List and looking in the Transaction Download column.
Have you spoken with Vanguard about this?

I look forward to your reply!

Nick S. in Denver

Thanks for following up on this. Am using DIRECT CONNECT and have not yet called Vanguard. I do see that my other accounts which are downloading correctly are EXPRESS WEB CONNECT+. I wanted to check this issue out on the Quicken side first. Looking forward to your comments. Thank you.

Are others affected by this issue and have a work around?

My Vanguards accounts in Quicken function normally with complete tracking method.

I have seen similar posts on this community, and below is one of the few with a 14-point solution. There are others you can review as well - I used the search term of 'Vanguard Simple Investing' to find some.

https://community.quicken.com/discussion/7962420/vanguard-register-change

Nick S. in Denver

Thank you, it WORKS the lengthy steps submitted by

Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

got me back to TRANSACTIONS. Not sure who caused this Vanguard or Q, but hope this is not frequent. It has taken a lot of time to get it back with research, questions, and finally Q Community got it straight. Thanks again.

May 2025

Quicken Kristina

Thank you for the follow-up,

I'm glad to hear that the procedure shared in that earlier discussion helped you correct the issue!