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Vanguard account reverted to simple tracking and won't let me change it to complete

Charlie@

After copying my data file to my laptop for traveling (something I do frequently), ALL my accounts lost their online services (BofA, Schwab, Chase, Fidelity, Vanguard). This has not happened before in the 20 years I have been doing this. Nevertheless, I had to set all of them up for automatic download - which was pretty time consuming. Today a new transaction was loaded in the Vanguard account and when I went to accept it, I discovered the account was in simple tracking mode and it will not allow me to change the mode to complete. When I click on "why can't I change this" it tells me that it is because the account is connected via Express Web Connect - but that is not true. It is a direct connect as verified on the account details and also on the one step update. How can i get this account back to complete tracking?

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Quicken Kristina

Hello @Charlie@,

Thank you for reaching out! Since the option vanished after you copied the file to your laptop, and you had to reconnect all of your accounts after copying the file, there are a couple of things that may have caused this issue.

The Vanguard account may have been connected to a different connection option.
1. If that is what happened, backup your file and deactivate your Vanguard accounts, then go to Tools>Add Account, choose the correct connection option, and follow the prompts, making sure to carefully link the accounts to the existing ones in Quicken.
There may have been a problem when copying the file that has caused a file-specific issue.
1. If that is what happened, start by validating the file. Please save a backup file prior to performing these steps.
2. Validate:
3. File
4. Validate and Repair File...
5. Validate File
6. Click OK
7. Close the Data Log
8. Close Quicken (leave it closed for at least 5 seconds)
9. Reopen Quicken and see if the issue persists.

I look forward to your response!

Charlie@

Kristina,

Yesterday, before generating this post, I deactivated the online service for the Vanguard account, then manually checked the complete box, and then re-established the online service. If I do not check a connection method, it defaults to direct connect. Once done, it reverted back to simple tracking. And just now, I followed your instruction and selected the direct connect method while adding the account, but the results are the same - simple tracking.

Next, I performed the validation, which passed with no errors.

So I tried it again, this time specifying the EWC method, and this time it stayed with complete tracking.

So I don't know exactly what's happening, but I am pretty sure it has something to do with the R69.53 update (or perhaps 1 or 2 just before that, as more than one may have been included in the update). When that update came through a few weeks ago, I was still using my desktop, and after the update, all my accounts lost their online connections. It took me most of a morning to restore everything. Now, back to the laptop, I updated Quicken to .53 BEFORE copying the data file. But after opening the data file, that was when the same thing happened - all the online linkages became deactivated. The difference this time was with the Vanguard account. So two unaccounted for issues 1) why do all the accounts lose the online linkage, and 2) why did Vanguard change to simple tracking?

[Edited - Readability]

Quicken Kristina

Thank you for your reply,

A program update shouldn't disconnect all accounts. If that is happening, the most likely causes are either a file-specific problem or an issue with the cloud (which can sometimes impact connections with financial institutions).

You mentioned that you tried updating the program on the laptop first, then copying the file over, and the same issue happened. Was the file you copied a backup from before you updated the program on the desktop? If not, please restore a backup from before the update and confirm whether that fixes the issue.

I hope this helps!

Charlie@

So I was on a holiday in September and had not used Q for 3 weeks while I was in Europe (I do not use the mobile app). My desktop was where Quicken was being used at that time. When I returned home and brought up Q on the desktop, it immediately began an update (it did not ask me) to R69.53. After the update completed I attempted a OSU and discovered all the accounts were disconnected. I managed to re-establish all the accounts, and all was fine for the next two weeks.

After that I needed to travel and prepped my laptop by first updating Quicken on it to the latest (R69.53), and then copying the data file from the desktop to the laptop. As soon as I opened the copied data file I found all the accounts were disconnected again. And this time the Vanguard account changed to simple tracking.

Sceptic

@Charlie@ as @Quicken Kristina stated, a program update shouldn't have disconnected all accounts. Just curious about what process you are using to copy your data file from one computer to the other?

Quicken Kristina

Thank you for your reply,

You should be able to adjust the User Account Control settings to force Quicken to ask for permission prior to updating.

Did restoring a backup from before the issue started help at all? I'm also curious to see your answer to @Sceptic's question

https://community.quicken.com/discussion/comment/20584383#Comment_20584383

Thank you!