One Quicken Account containing Multiple Vanguard Accounts ???

Bob,

You will have three accounts in Quicken. One for the Brokerage (Stocks), another Brokerage for the Mutual Funds and one for the Prime Money Market Account (which is likely a third brokerage account).

Oilcan

Within that account, I track several stocks, to which Vanguard has assigned one of its account numbers (to the group as a whole), two non-Vanguard mutual funds to which Vanguard has assigned another account number, and a Vanguard Prime Money Market Account to which Vanguard has assigned a 3rd account number.

I have a .qfx file downloaded from Vanguard which has contains stock transactions with the appropriate Vanguard account number and money market transactions, again with the appropriate Vanguard account number. In Quicken account setup, how do I handle this? I tried putting in all the Vgd account numbers separated by a space, separated by commas and separated by semicolons, but Quicken will not import the .qfx file. It seems to want only one account number in the account number box.

I would imagine some kind person has a fix for this. (And if this has been asked and answered, I apologize. I probably did not pick the right search terms)

Thanks,

Robert Leavitt

And each one requires their own qfx file for downloading/importing the information.

The others are correct that if Vanguard downloads data for three separate accounts, you must have three accounts in Quicken.

But Vanguard has the capability to combine, at least, some of its accounts into one. I can't tell you what limits there are on such a capability, but I know that their Prime MM fund does not need to be in a separate account by iteself. I also know that while Vanguard may default to assigning mutual funds each to an account of its own, they can - at least in some situations - combine those funds into one account (MM funds, are mutual funds).

I would guess that if you had a real-world Vanguard "brokerage" account (I'd guess that you already have one where you are holding the "stocks"), you could carry multiple types of securities in that account. I have stocks, bonds, and mutual funds (including a mm fund) in a single Smith Barney brokerage account ... transactions for all securities download to a single Quicken account.

I would call Vanguard.