Vanguard transactions not downloading

System

This discussion was created from comments split from:

Problem downloading data from Vanguard

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as_hiker

Two issues with downloading transactions from Vanguard into Quicken:

First, pulling the transactions from Vanguard into Quicken (Update Transactions) usually doesn't result in any new transactions in Quicken (maybe 1 time in 20 it does). This problem has been going on for a long time.

Second, pushing transaction from Vanguard.com into Quicken, until maybe 1-2 months ago, I was able to see 3 options with the 2nd one being "Download each fund to a separate Quicken account"; currently, I am not able to see that 2nd option. Vanguards says that option is still there, but possibly something is happening on the Quicken side that prevents my seeing it.

Would appreciate thoughts or guidance on both.

AS Hiker

AT_Esquire

I'm having the same issue - Vanguard is not downloading new transactions anymore - and I'm not getting any connection error. It's just not downloading them, whether I use One Step Update or Update Transactions.

Quicken Kristina

Hello @as_hiker & @AT_Esquire,

Thank you for letting us know you're seeing this issue. To troubleshoot, please follow these steps from our article on missing transactions/transactions not downloading:

Be sure to follow these steps in order:

1. Go to Edit > Preferences > Downloaded Transactions. The option Automatically add to investment transaction lists needs to be unchecked.

2. Refresh your online account information by clicking the Actions Gear Icon on the upper right of the register, and select Update Transactions. Follow the on-screen instructions to complete the update.

3. Confirm that the Sort Order in your account is by Date; just click the top of the Date column in your account register. It's possible the transactions are in your register, but not where you thought they'd be.

4. Try refreshing your login session: To do this, go to Help > Refresh Sign in. After completing the log-in process, try running a One Step Update again.

5. Go to Tools > Account List and check Show Hidden Accounts at the bottom left. Confirm the missing transactions haven't been added to a hidden account by clicking on the name of any account that appears with a check mark in the Hidden column.

If you need further assistance

If the issue isn't resolved and this is not a one-time event, please reach out to Quicken Support.

Second, pushing transactions from Vanguard.com into Quicken, until maybe 1-2 months ago, I was able to see 3 options with the 2nd one being "Download each fund to a separate Quicken account"; currently, I am not able to see that 2nd option. Vanguards says that the option is still there, but possibly something is happening on the Quicken side that prevents me from seeing it.

Since you already spoke to the financial institution, and they said nothing changed on their end, I recommend you start by manually reinstalling the current update patch. If the issue is being caused by something that didn't install correctly in the Quicken program, reinstalling the patch can help. The article linked below provides the link to download the patch and instructions on installing: https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product/#section-windows-2

I hope this helps!

AT_Esquire

I've tried all those steps and does not resolving the issue - no transactions are being downloaded.

Quicken Kristina

Thank you for your reply,

https://community.quicken.com/discussion/comment/20543211#Comment_20543211

To troubleshoot further, please provide 3 transaction samples (date/payee/amount) that are posted on the financial institution's website but have not been downloaded into your Quicken or entered into your Quicken file manually. Please also go to Help > Report a Problem and submit a problem report with the log files attached.

Providing this information will allow us to verify the information being sent by the financial institution, which will help determine if it's an issue on their end or a problem in Quicken. Please post to this discussion to let me know once the problem report has been sent.

Thank you!

AT_Esquire

I'm not sure how to post transaction samples or create a file showing those posted transactions that have not been downloaded - can you be more specific

Quicken Kristina

Thank you for your reply,

You can either post the information in this discussion or include it in the issue description when creating the problem report. We would need the date, amount, and the payee/security.

Thank you!

AT_Esquire

The transaction date is 3/13/26, the amount is $121,200, and the security is VCTXX.

When I click "reconcile shares," Quicken recognizes that the shares do not reconcile and the pop up window (after clicking on "details") states that "The share balance received from Vanguard changed but no new transactions were downloaded."