Vanguard Cash Plus Account not downloading and cannot enter maunually

jrshea1966
jrshea1966 Quicken Mac Subscription Member
edited August 7 in Download, Add/Update Accounts (Mac)

I recently opened a Vanguard Cash Plus account … when I connected with Quicken … I get a zero balance … I do not even have the option of manually loading a transaction … What am I doing wrong??

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  • Road2FIRE
    Road2FIRE Quicken Mac Subscription Member ✭✭✭

    Going to follow this thread. I want to open a Cash Plus account, but I've heard there are issues with transactions downloading, etc. Hoping someone who has an account can describe their experience and any workarounds.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @jrshea1966,

    Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information. When did you first notice this issue? Is this happening with a newly added account, or one that was previously connected and working properly? Which financial institution is the account connected to? You can check that by selecting the account, then navigating to Accounts>Settings and clicking the Download tab. It will show the financial institution and connection type near the top of the window.

    Screenshot 2025-06-20 at 5.14.07 PM.png

    I look forward to your reply!

    Quicken Kristina

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  • Road2FIRE
    Road2FIRE Quicken Mac Subscription Member ✭✭✭

    I'm experiencing the same. Been looking around the forums for a solution, but I can't seem to find one. I believe the source of the issue is Vanguard — I think it's based on how they are sending transactions. I've resorted to manually entering the account balance instead of manually adding every single transaction. But if anyone has any other suggestions I'm all ears!

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply @Road2FIRE,

    It is quite possible that you are correct about it being the way the data is sent. Does the account show as a brokerage account or a banking account in your Quicken? Which connection option are you using to connect the account (if you navigate to Account>Settings, the connection option will show as the Financial Institution on the Downloads tab)?

    I look forward to your response!

    Quicken Kristina

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  • Road2FIRE
    Road2FIRE Quicken Mac Subscription Member ✭✭✭

    Thanks. It shows up as a brokerage and the connection type is Direct Connect. (tracking = detailed).

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    Since it is a direct connect connection, the issue is most likely on the financial institution end.

    One thing you can do to test if it is a file-specific problem is backup your Quicken file, deactivate the problem account, navigate to Accounts>Add Account…, then add the account as a new account instead of linking to the existing.

    Add as New.png

    If it downloads properly into the new account, then that would indicate a file-specific issue.

    Please let me know how it goes!

    Quicken Kristina

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  • Road2FIRE
    Road2FIRE Quicken Mac Subscription Member ✭✭✭

    Before I had a lot of transactions I tried deleting the account and then re-adding it. Every time I try that it does not resolve it. In other posts I've read about this issue other people have had the same issue. I'm virtually certain the issue is on the Vanguard side. Calling them doesn't seem to help.

    I'm going to continue tracking the account balance manually.

This discussion has been closed.

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