Vanguard Capital Gains are misclassified as Dividends

BarryMo
BarryMo Quicken Windows Subscription Member ✭✭✭
edited February 2025 in Investing (Windows)

Is this a Quicken or a Vanguard problem?

Instead of a Long Term Gain transaction type, it comes from Vanguard via download as a Dividend.

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Comments

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    This is longstanding issue that only Vanguard can fix. See this discussion

    https://community.quicken.com/discussion/7958448/incorrect-category-for-investment-transactions
    QWin Premier subscription
  • miklk
    miklk Quicken Windows Subscription SuperUser, Windows Beta Beta

    It is a Vanguard issue they don't appear to be addressing.

    You need to manually change the downloaded transaction

  • BarryMo
    BarryMo Quicken Windows Subscription Member ✭✭✭

    Given the size of Vanguard, you would expect Quicken to advocate for their user community. A few months ago, the CEO of Quicken worked directly with executive contacts at Fidelity to address Fidelity problems. This issue is not that severe, but you get nothing out of Quicken.

    I did call Vanguard and have an IT ticket opened. We will see what happens.

This discussion has been closed.

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