QFX import broken after update to R65.17 (Vanguard OL-221) [Edited]

2

Comments

  • Dom1
    Dom1 Quicken Windows Subscription Member ✭✭✭

    Same issue here after Quicken update

    image.png
  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    Thanks, everyone, for the continued updates and for sharing your experiences. For those who have just joined the thread—we do already have an active ticket open for this, so if you haven't already, please submit your log files, screenshots, and a sanitized data file to be added to the ticket. If you have already done so, then there’s nothing additional you need to do on your end right now.

    We do not have an ETA on resolution at this time, but our teams are investigating.

    Hope you all had a great Thanksgiving!
    (CBT-937/CTP-15383)

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

  • qkn-aficionado
    qkn-aficionado Quicken Windows Subscription Member

    Same thing is occurring for me with my Vanguard imports - have not had any issues in the past

    Win 10 (latest updates)

    Q Classic v. R65.17 Build 27.1.65.17

  • Carl S
    Carl S Quicken Windows Subscription Member ✭✭

    Same problem! I might add that updating Vanguard accounts has been problematic in various ways for years. I have called and worked with Vanguard to try to resolve these problems but they just can't seem to figure it out or care.

  • Chris Carpenter
    Chris Carpenter Member ✭✭✭

    Same issues (historically with Vanguard, and the recent OFX breakage). OSU has never worked properly for my Vanguard 401(k), though it works for my various Vanguard IRA and taxable brokerage accounts. Until now, I got around this by downloading the OFX files. Incidentally, the most recent update also broke the file association between *.ofx and Quicken on Windows 11, so I needed to go the File → Import route until it completely stopped importing the files.

  • dcaron
    dcaron Quicken Windows Subscription Member ✭✭

    I have this bummer error, and your uninstall/reinstall does not help. This error occurs after downloading the OfxDownload.qfx file from Vanguard and executing it. I have used this for years, but it's now broken. Doing an update from Vanguard in Quicken does not work either, but no error. I have to enter every transaction manually. Today's update made me manually enter over 40 transactions! BUMMER! HELP!

    Dale in AZ

  • DOCJAH
    DOCJAH Quicken Windows Subscription Member

    I'm running R65.17 (Build #27.1.65.17). I regularly download the qfx from Vanguard. Today (11/29/25) I got the OL-221-A. I refuse to uninstall and re-install. Hoping the guilty party (Quicken or Vanguard) quickly resolves the annoying problem.

  • jwerner
    jwerner Quicken Windows Subscription Member
    edited December 2

    Having the same problem with R 65.17. Can no longer read QFX files from Vanguard. Uninstall/reinstall did NOT solve the problem and importing data from File/File Import/Web Connect does not work either.

    Error message:

    Quicken is unable to complete your request (OL-221-A)

    (OL-221-B)

  • Mike.Grills
    Mike.Grills Quicken Windows Subscription Member ✭✭

    Hey what do you know!! I have same issue with Vanguard too now. So now I get to join a second open ticket. I don't know why to bother anymore with Quicken. So my two investment companies can't download transactions. Schwab has been broken since October on a different ticket.

  • Chris Carpenter
    Chris Carpenter Member ✭✭✭

    One Step Updates for Nordstrom credit cards have been broken for over a year. Top notch engineering.

  • bfrance215
    bfrance215 Quicken Windows Subscription Member
    edited December 2

    Having the same problem with R 65.17. Can no longer read QFX files from Vanguard. Uninstall/reinstall did NOT solve the problem and importing data from File/File Import/Web Connect does not work either.

    Error message:

    Quicken is unable to complete your request (OL-221-A)

    (OL-221-B)

    I had exactly the same issue and error with Vanguard after uninstall/reinstall process.

    [Edit - Removed Personal Information]

  • mjaccetta
    mjaccetta Quicken Windows Subscription Member

    Same here. Sure looks like the recent Quicken update now expects Vanguard generated QFX files to contain some field they are currently not providing. It used to work, so evidently the content was not all that critical. Hopefully, Quicken can roll back this check until they can work out with Vanguard what needs to be done for the long-term and by whom.

  • kashg
    kashg Member ✭✭✭

    Reporting the same problem with Vanguard activity downloads. Very frustrating Quicken. The fact we have to manually download Vanguard for the past year is bad enough. Now the manual download doesn't work either.

  • mstan
    mstan Quicken Windows Subscription Member

    Also having the same problem with manually downloaded qfx files from Vanguard accounts after installing R65.17 on Windows Quicken Classic Deluxe. All other accounts are working fine. Any update on when a fix would be available for this issue?

  • I'm experiencing the same problem when attempting to import a QFX file I downloaded from Vanguard—I keep receiving the OL-221-A error. This process used to work without any issues before. Very frustrating.

  • dave7865
    dave7865 Quicken Windows 2016 Member ✭✭✭
    edited November 30

    Replacing <INCOMETYPE>REINVEST with <INCOMETYPE>DIV in the problematic QFX file resolved the import errors (for me at least). The search text may appear more than once and it's necessary to replace every occurrence.

    I have an older QFX file (downloaded from Vanguard on July 3, 2025) which uses <INCOMETYPE>DIV text in locations where the current downloads would use <INCOMETYPE>REINVEST so it looks as if Vanguard has erroneously changed the QFX file generation. This does not appear to be a Quicken problem.

    If you try this, would you please post your success or failure here?

    If you work for Vanguard please mention it to QA or the web services team or whoever might be able to get a bug fix rolling. Thanks!

    I'll call Vanguard myself tomorrow and try to explain the problem to their phone support team.

    Note: It's not enough to simply replace REINVEST with DIV. Doing that would replace some text that should not be changed.

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
  • griesina
    griesina Quicken Windows Subscription Member

    I have had the same problem with Vanguard qfx download files since 11/25. Today I followed all the instructions in the 11/25 comment from Anja at Quicken and that did not solve it. How is this going to be resolved by Quicken and/or Vanguard?

  • sms9408
    sms9408 Quicken Windows Subscription Member

    I too have been getting Quicken OL-221-A when trying to import a QFX file from my Vanguard account for the last few days.

  • pferrer
    pferrer Quicken Windows Subscription Member ✭✭

    Perfect! You need to consult for both Quicken and Vanguard.

  • Mike GTX
    Mike GTX Quicken Windows Subscription Member

    GREAT tip, Dave7865!! I edited the qfx file as you suggested and it worked perfectly. NOW, if we can just get Vanguard to 'undo' the update they made…..AND get Quicken to fix the Web Connect linkage that has been broken for almost a year (causing us to have to manually download the activity file (qfx) from Vanguard), things will be fantastic!

  • dave7865
    dave7865 Quicken Windows 2016 Member ✭✭✭

    Thank you, Mike GTX and pferrer, for confirming that the edit fixes the problem. I just called Vanguard, reported the problem and directed them to this thread. Customer support seemed to understand and told me that they would forward the problem to their technical team.

  • DaWeav
    DaWeav Quicken Windows Subscription Member ✭✭✭
    edited December 1

    Same error popup with my Vanguard account QFX download/import.

    Connection Log shows the same thing as everyone else.

    DATE TIME: Not all required fields present. Object: REINVEST missing tag: INCOMETYPE

    Changing the <INCOMETYPE> as @dave7865 recommends resolved the issue.

    Also, I have to do a similar thing with my Capital One CD account QFX downloaded files since they have the account type set to CD instead of Savings.

  • lauraltyndall
    lauraltyndall Quicken Windows Other Member ✭✭

    Hello. I too am getting a error message OL-221-A for attempting to download an OFX file from Vanguard. When I open the file, I get the error message. I can see there should be transactions from November 2025. The download of the October transactions were completed (probably near 1st of Nov) so the issue has occurred within the last month. Though I don't usually do a CSV file download, I tried that and it didn't work on import. What next?

  • dave7865
    dave7865 Quicken Windows 2016 Member ✭✭✭

    It looks like Vanguard may have fixed this. As of a few minutes ago a Vanguard QFX download does not contain any <INCOMETYPE>REINVEST text ( only <INCOMETYPE>DIV ) and it imports into Quicken without the "Quicken is unable to complete your request" message.

  • rspincus
    rspincus Quicken Windows Subscription Member ✭✭

    Great job dave7865! Quicken needs to send you a check for your consulting services.

  • DOCJAH
    DOCJAH Quicken Windows Subscription Member

    Still waiting for a resolution from either Quicken or Vanguard. Are you guys kidding?

  • dave7865
    dave7865 Quicken Windows 2016 Member ✭✭✭

    Have you tried a download this morning? It's working now for me. What about you?

  • Dom1
    Dom1 Quicken Windows Subscription Member ✭✭✭

    working 👍️

  • DOCJAH
    DOCJAH Quicken Windows Subscription Member

    It appears that the Vanguard OL-221-A issue is now resolved. I was able to manually download the file from the Vanguard site and all transactions were accurately displayed within my Quicken software.