How do I delete a download in Simple Tracking Method?

PegasusT4
PegasusT4 Quicken Windows Subscription Member ✭✭
in Download, Add/Update Accounts (Windows)

Back in 2025 the Vanguard Brokerage account switched to Simple tracking method. So in January 2026 I did the usual download manually. Then Q did a direct connect and downloaded the same data. The question is how do I get rid of the duplicate monthly download? Do I have to go into Complete and edit?

Thanks, Doug

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Yeah, I believe that you need Complete in order to have a transaction register that displays transactions.

    Take a backup before you make the switch, and when you're done you can take another backup and revert.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Is this information showing in a report?

    Whereas it is correct that the only way to change the values in the investment account would be to Complete, you might not be able to do that while the account is connected online. I don't have a Vanguard account to test, but when a financial institution forces Simple only, then you can't switch it unless you first deactivate it for online access.

    From there you can remove transactions since Simple mode doesn't really get rid of the investment register, just hides it. Note though what Simple mode is doing in that hidden account register is adjusting the cash and security positions based on the "summary security information" downloaded from the financial institution during One Step Update.

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @Chris_QPW How would a brokerage know which tracking method one is using in Q?

    While the OP's account may have been changed to Simple, I'd think that to be a Q issue (as has been reported by others) and not a brokerage issue.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    https://community.quicken.com/discussion/comment/20540864#Comment_20540864

    I don't know the details, but I know that the financial institution can control this.

    My wife's 401K at Merrill Lynch Benefits forced when they switched over to Express Web Connect +.

    I remember threads with Vanguard doing a similar thing:

    https://community.quicken.com/discussion/7968038/unrequested-change-to-simple-investing-with-vanguard-account
    https://community.quicken.com/discussion/7962420/vanguard-register-change

    Looking at these threads again, it looks like at least for Vanguard the problem might be on the Quicken side.

Categories