Re: Quicken and Vanguard

On 3/10/2025 9:16 AM, tmp6986 wrote:
> On 3/7/2025 4:17 PM, tmp6986 wrote:
>> On 3/6/2025 8:01 AM, Andrew wrote:
>>> On 2/26/2025 10:00 AM, Andrew wrote:
>>>> On 2/26/2025 9:06 AM, Zaidy036 wrote:
>>>>> On 2/26/2025 8:45 AM, Andrew wrote:
>>>>>> The Quicken Community forum is ablaze with discussion about 
>>>>>> Vanguard not being able to have transactions downloaded since last 
>>>>>> Friday. I'm surprised (and that's all I'm saying here) that no one 
>>>>>> in this NG has mentioned this.
>>>>>
>>>>> The new brokerage accounts are not being accessed by Quicken and 
>>>>> currently one can only download a data file direct from the web site.
>>>> Yes, apparently Vanguard broke the OSU connection protocols and now 
>>>> OSU no longer works. At least they've admitted its their issue.
>>>>
>>>> Since I am not a frequent trader, I am not going to worry about 
>>>> trying to download an OFX file (or whatever the workaround is) given 
>>>> that duplicates might occur and the validation of my files will be a 
>>>> royal PITA when the real fix occurs.  I'll live with this for a bit.
>>>>
>>>
>>> Issue still unresolved.  But as of yesterday, there was a pop-up on 
>>> when starting Q acknowledging that Vanguard owns this issue and it is 
>>> being worked on. Seems like Vanguard was relying on a 3rd party to 
>>> provide the connection services.  I don't know if every Q user 
>>> received the pop up, or only those that Q knows have accounts at 
>>> Vanguard.
>>>
>>
>> Yes, I received that pop-up also. I do have a Vanguard brokerage 
>> account that I opened a few months ago.
>>
>> Hopefully they'll be able to get it fixed soon. I was beginning to 
>> wonder if they had just decided to stop offering a Direct Connect 
>> connection, but based on what you're saying, thankfully that's not the 
>> case.
>>
>> I have very few transactions, so I've just been entering them manually 
>> for now.
> 
> The Vanguard Direct Connect connection is now working again. I 
> downloaded successfully this morning to my brokerage account. Good to see!
> 
> I see that others have reported the same thing in the Quicken Community 
> forum.

Yes indeed!  There certainly was a LOT of chatter on this one. I think 
that the golden lining might be that Vanguard might realize how many 
people rely on Quicken for the financial management and not to f**k it 
up again like they apparently did. (Yes, a third party might have been 
to blame, but Vanguard should have had testing after they had upgraded 
that company's connection software).

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Regards -

- Andrew