Re-Do Download

I downloaded some 401-k transactions from Vanguard. There was a conflict in my accounts, so I deleted the transactions before "accepting" them, so that I could add a new account.

Now, I cannot re-download them. Is there a way to initialize it, so it doesn't realize that they've been downloaded? Thanks.

Reply to
Buck Turgidson
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Deleting downloaded transactions should be a measure of last resort.

I can't really follow what you are trying to accomplish, but there are a couple of measures that might allow you to get those transactions into your Quicken file. You should backup before you "deactivate" any accounts; if the results are not satisfactory, revert to the backup.

1.) You can try deactivating the account for download, then re-activating it again. If you use One Step Update to download, you won't have any control of which old transactions download again; in all likelihood, you'll get more transactions than you want; you can probably delete them from the Quicken Accept window.

I note that Vanguard 401k accounts appear to offer Web Connect downloads. If you can use Web Connect to download, and if Vanguard offers the ability to select transactions to download by date range, you can probably get those transactions, or at least minimize the unwanted transactions by doing your first download using Web Connect. (I think to do that, you may want to deactivate the account but not activate it, then log on to the Vanguard website, find the download to Quicken button (or whatever Vanguard calls it) and initiate a download. So your first download will be a Web Connect download ... which will also activate the account for downloading. The only part I'm not sure of is whether that will leave you stuck using Web Connect downloads or whether you can still do One Step Update (Direct) downloads).

2.) You can deactivate the old Quicken account and create a new one, and activate that for download. Expect logically the same results as #1 (there may be a different mix of "New" and "Match" transactions), just in a different account. 3.) Manually enter the transactions.
Reply to
John Pollard

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