How to add missing transactions from Vanguard

patrick
patrick Member ✭✭✭✭
edited March 2024 in Download, Add/Update Accounts (Mac)

I recently transferred funds into a managed Vanguard SEP IRA account, and the Vanguard advisor invested those funds. I have the Quicken Classic Deluxe Mac (14.3.1) account set to automatically download transactions, but these recent transactions do not show up. Is there a way to force update the missing transactions?

Tagged:

Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @patrick,

    If you are using detailed tracking, then you should have a Transactions tab where you can manually enter transactions into your register. For more information on manually entering transactions in your investment account, I would recommend reviewing this article.

    I hope this helps!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.

Categories