Jim_Harman ✭✭✭✭✭

Jim,

I reviewed some of your answers to the question I now have as of today. Below is my dilemma that I've posted online after working with a Quicken support staff earlier today and after the recent Quicken software update.

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Today, I had an error with how my investment accounts were being downloaded and contacted the Quicken Support group. Adrian, the support technician, helped me through the process and helped me to fix one non-Vanguard account. However, now I cannot access my Vanguard accounts in a "register format" that shows all my history with each investment in Vanguard as I could previously do so before the recent Quicken update earlier today. I've researched the issue extensively and essentially I'm still at GROUND ZERO.

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I've attempted to "undo" the "simple" box, but it's "grayed out" and I can not change it to complete. Do you have any answers or possible solutions? Thanks.

Hi Jim, are you available for a consultation re: developing accurate spending report?