nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Vanguard Cash Plus account shows a $0 balance (zero)

tvhtml

I linked my Vanguard accounts to Quicken (Quick Classic Business & Personal for Mac). My IRA account information appears accurately in Quicken (with a positive balance), but my Cash Plus account shows a $0 balance, which is in error. There's a support page from 2024 saying that this is a known error for several financial institutions, but one would think the bug would have been fixed by now, 2 years later. Also, it's odd that one account from the same financial institution would be accurate but another would be wrong. Does anyone know how to fix this? https://www.quicken.com/support/why-are-some-my-investment-accounts-showing-zero-balance-quicken-mac/.

Find more posts tagged with

Online Banking

Mac

balances

Comments

Quicken Carlos

Hi @tvhtml,

Thank you for reaching out to the Quicken Community!

To better understand why this is happening, I have a few questions:

Is this the first time you have added this account to Quicken, or was the account previously connected?
If the account was previously connected, when was the last time it displayed the correct balance?
Have you tried disconnecting and reconnecting the account?
If so, does the account show the correct balance during the Add Account/Link process?
What connection method is the account using?

To confirm the connection method:

Open the account in question.
Click the Settings icon in the lower-right corner.
Select the Downloads tab.

I look forward to your reply!

tvhtml

Hello, Carlos. Here are answers to your questions.

It is the first time I have connected the account to Quicken
I did disconnect it once and reconnected it, but the error continued to occur
Connection Type is "Direct Connect"

Thanks for your reply.

Quicken Laura

Hi @tvhtml,

Thank you for providing additional information. This is very helpful.

Have you tried connecting your Cash Plus account using Vanguard Bank - Personal? If not, please try the following steps.

Steps to Disconnect accounts:

Select the Cash Plus account to open its register.
Click the Settings gear icon in the lower right corner of the register.
Click the Downloads tab.
Click the Disconnect Account button.
Click Done.

Steps to Reconnect accounts:

Select the account to open its register.
Click the Settings gear in the lower right corner of the register.
Go to the Downloads tab.
Click the Connect Account... button.
Select the financial institution or type in the name to search for it (Vanguard Bank - Personal).
Click Continue and complete the flow.
Choose LINK on the screen displayed after Quicken finds the available accounts at the financial institution for your login credentials, and carefully link to your existing Quicken account(s).
Click Continue.

Once you've completed these steps, please let me know whether the issue persists or if you notice any changes.

I look forward to your response.

tvhtml

Laura,

I followed your instructions, but it resulted in error. It appears that "Vanguard Bank - Personal" has no business relationship with "Vanguard," the major financial institution. It is affiliated with Synovus.

I disconnected the account again from Vanguard and reconnected it, this time using "Quicken Connect." It appears to be working now.

Quicken Laura

Hi @tvhtml,

That’s great news!

Thank you for taking the time to let me know that your account is working now.

Please feel free to reach out if you have any further questions or need additional assistance.