Quicken Classic for Win - OL-295-A Errors at Vanguard
Answers
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Windows direct connect now works but only with Simple Tracking method. (NO REGISTER). This is a total fail.
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Same here.
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Me too. What a mess.
Quicken Classic Deluxe Subscription Version R61.21 Build 27.1.61.21
Windows 11 Pro x64 Version 21H2 Build 22000.25380 -
When the downloads started working, I was not getting the transactions to download. Solution is that Detailed (positions and transactions) must be turned on for EACH account separately. Here's how: 1) On the left hand window, right click on the account to open a pop-up menu, 2) click on Account Settings…, 3)Click on the Details tab (may already be on this tab), 4)Under Investment Tracking Method, click the radio button next to "Detailed (positions and transactions)," 5)click on the Downloads tab and verify that the Connection Type: Direct Connect is displayed. (If Direct Connect is not displayed, you will have to Change Connection to use Direct Connect because that is the only connection type that will download transactions.), 6) Under Transactions Downloads, you should probably change the date to 2/21/2025, which is the date this whole mess started, 7)Click the Done button, 8)Update All Accounts.
I hope this helps solve any issues you have downloading transactions.
good luck!
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See my post below
Quicken Business & Personal Subscription, Windows 11 Pro
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For all of those stuck with Simple Tracking vs Complete, this problem is easily fixed.
I'm tired of re-posting the same information. Many others have provided the same/similar instructions.
Re-read the last few days. The answers are there.
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This is working now as of Friday, 3/7/2025.
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Finally they got their act together. I hope never to have to comment on this again!
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Hello All,
Thank you for the updates, we are happy to hear that the issue is starting to resolve for some of you!
-Quicken Jasmine
Make sure to sign up for the email digest to see a round-up of your top posts.
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It seems that I can connect now 09-Mar. HOWEVER only the Simple - Positions Only option is available for the Tracking Method
The 'Tracking Method' section is greyed out, and a message explains that the only way to get back to the Register Format is to disable the connection and manually make entries. So, for many of us, the connection is back, but to continue to use the register format it we need to disable the connection??
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OK, got it fixed following the help elsewhere in this thread to use the "Add Account" process
1) It's too bad that the settings we had in place for these accounts changed over the time of this fiasco. I have 8 accounts - all were changed to simple, all needed to be re-set.2) It's too bad that Quicken's message shown here is completely off-base, saying that 'only the Simple Investing tracking method is available'
Quicken user since 1995 or so0 -
wdwyatt, take the time to read through this thread… the solution is there.
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I have taken a LOT of time - there's 16 pages. Is there a hint?
OK, got it, thanks. seem that the posts from Bob_L and Boatnmaniac are the ones to pull out of all the chaff.It's too bad that the settings we had in place for these accounts was changed over the time of this fiasco. I have 8 accounts - all were changed to simple, all needed to be re-set.
Quicken user since 1995 or so0 -
In the Edit Account screen, the option to switch back to Complete tracking is grayed out. It advises you to revert to Complete, you have to deactivate download and switch to Complete. I did that, and all of the transactions reappeared like magic, including the end of February transaction. However, once I reactivated Direct Connect, it again reverted to the Simple view with no transactions. Frustrating! I'll call Vanguard tomorrow and see if they're any help.
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I am experiencing the same issue as the others mentioned, error ol-295-a
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I wonder why yours changed? I have six accounts, they were set to COMPLETE before this started and they are still that way now.
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Vanguard Direct Connect may be working again; however, when I reconnect a Vanguard account I disconnected during the outage, the Tracking Method changes to "Simple - Positions Only" and I cannot change it back to Complete.
Disconnecting the account, I can change Tracking Method back to Complete. Then repeating online setup changes Tracking Method to Simple again, and I cannot change back to Complete.
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Go to Edit > Preferences > Investments. If the box for Default to Simple Investing for new accounts is checked, uncheck it and click on OK. Then try deactivating your Vanguard account, changing it back to Complete Tracking and go to Tools > Add Account > Vanguard > follow the prompts to complete the account setup process > when prompted, make sure to Link the downloaded data to the account in Quicken.
Did this resolve the issue for you?
Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home
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I followed these directions EXACTLY. Once the setup completes, the tracking method reverts to Simple and the selection window is greyed out. I confirmed that I don not have the "default to simple investing for new accounts" box checked in preferences. This only happened with an account that I deactivated during the OL-295-A error episode. My other account (which I did not deactivate) came back and is still with "complete tracking method" checked and is NOT greyed out. So this is not working for me.
UPDATE: Finally got it working: You MUST use the "+" or Add Account to get this to work. You CANNOT just deactivate, choose complete tracking method, and re-setup direct connect.
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@WEC I am working a hopefully foolproof method of reconnecting Vanguard accounts. Please try this slightly different method for reconnecting:
After deactivating the account, going to Tools > Add Account and selecting Vanguard, click on the Advanced options link below the Vanguard logo and select Direct Connect. Then follow the process of connecting to Vanguard and linking the account.
Does that fix it for you?
QWin Premier subscription0 -
@WEC -
UPDATE: Finally got it working: You MUST use the "+" or Add Account to get this to work. You CANNOT just deactivate, choose complete tracking method, and re-setup direct connect.
Thanks for confirming this. It keeps getting posted in this thread that using Add Account (or the "+" which opens Add Account) must be used but for some reason many miss this important step and instead wrongly use one of the other download connection setup methods. I'm glad you figured it out and the issue with the account is now resolved.
Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home
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The account reverts to Simple.
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This doesn’t work. It switches to Simple.
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[revised 3/27]
Here is a summary of the steps needed to reconnect your Vanguard accounts.. Some of these steps may not be necessary in every case, but I want to cover as many bases as possible.
- Back up your data file in case something goes wrong.
- Go to Edit > Preferences > Investments and make sure the "Default to Simple investing for new accounts" box is not checked.
- Go to Edit > Preferences > Downloaded transactions and un-check the "Automatically add to investment transaction lists" box if it is not already un-checked. This will give you a chance to review any new transactions to make sure there are no duplicates and the transactions are going to the correct accounts.
- Go to each problem account, click on the gear at the top right and select Edit account details. Make a note of the account name and the Vanguard account number. For accounts that have been connected for many years, you may need to use old account numbers that begin with 2 digits and a V rather than the current 8 digit numbers when re-linking the accounts. If you downloaded transactions using Web Connect (QFX) during the outage, your account numbers may have been changed to the new numbers. If in doubt, open a backup from before the outage, record the correct account numbers, and then return to your working file.
- Now for each problem account, click on the gear at the top right, select Edit account details, and then the Online Services tab. If it says the account is set up for transaction download, click on Deactivate. Do not click on “Set up now” after deactivating, you must go through the following steps.
- Go to the General tab and now you should be able to select Complete mode. Select that.
- At the top of the Accounts bar, usually on the left side of your screen, where all of your accounts are listed, click on the plus sign. This should open the Add account window. Don't worry, you will not be adding any accounts, you will be linking your current Vanguard accounts in Quicken to the corresponding online accounts.
- Enter Vanguard and you should see the Vanguard logo on the right. Below the logo, click on Advanced options. Read the permission screen about Quicken and Intuit and click on Continue.
- Under How should Quicken connect, select Direct Connect. Click on Next.
- Provide your Vanguard username and password, and check the Save to Password Vault if that is how you normally operate. Click on Next.
- You will see a list of all your Vanguard accounts. Any accounts that are already connected will be marked Don't add to Quicken. Accounts that you can connect will have entry boxes. For your existing problem accounts DO NOT SELECT THE DEFAULT OF ADD TO QUICKEN. Instead, select Link to existing account and select the Quicken account to use. Do not guess here. If you don't know which account to select or there are Vanguard accounts that you don't want to track, select Don't add to Quicken and only do the accounts you are sure of. You can pick up at step 7 later and reconnect any other accounts later if necessary.
- Click on Cancel if you are confused at this point and your accounts will not be re-linked. If you are satisfied, click on Done and your accounts should be set.
- Check to make sure any downloaded transactions are going to the correct accounts.
If you have attempted to update while the accounts were in Simple mode, you may see Added or Removed transactions during that time. You will need to delete these. If there are problems, restore the backup file you saved and you will be back to where you started.
Please let us know if this works for you.
QWin Premier subscription17 -
Did you try to set up the download connection with Add Account? As mentioned above, Add Account MUST be used (after first deactivating the account and changing it to Complete Tracking and making sure the Investing Preference is not set to Default to Simple Investing) . Do NOT try setting up the download connection with any other method like Set Up Now.
Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home
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Doesn’t work. The accounts reverts to Simple.
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Fixed! You are right. After deactivating your Vanguard accounts and setting the existing deactivated accounts to “Complete”, use only the “+” sign in Quicken to add the Vanguard accounts back in. Don’t do this by trying it from the account list in Quicken. My accounts are now online using the “Complete” method. Looks like the problem is within Quicken. Once again Quicken has fell flat!
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Now Quicken, fix your end!
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Go to Account Details and switch it from Simple to Complete…After some background work, the register then comes back.
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Thanks for confirming this works. BTW, it is using Add Account that fixes this issue. The "+" sign is one way to open Add Account….if you hover your cursor over that "+" sign you will see the words "Add Account" popup. Another way to open Add Account is to open the Tools menu and then click on "Add Account".
Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home
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Thanks to everyone here for all the help correcting this issue. The fact that this is on the 16th page of comments for this thread, gives an idea of how impactful this problem has been. Although I admit I feel a burning desire to knock on wood, my problem VG accounts are back and completely working again…I think. Hopefully to stay that way!
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