rollover?

I have a Vanguard IRA account which also contains a brokerage account. They are all part of one IRA. Quicken sees two accounts, the brokerage and the mutual fund. I can see no way to tell Quicken that a transfer from one to the other is not an IRA contribution.

Am i missing something?

I don't really care about this, but I am curious.

Reply to
Marc Auslander
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Ditto. Some people just seem to HAVE to complicate things, eh?

Reply to
Sharx35

Thanks. I guess I just didn't think about it when I added the brokerage and told Quicken it was a new account. I think you are saying I could have added it to the existing account.

I'll have to decide if I want to "fix" this or live with it. Vanguard does seperate investment and brokerage - they have different account numbers and show up seperately on the Vanguard web site.

Reply to
Marc Auslander

The OP is NOT complicating things; Vanguard has long standing issue with Quicken the way they set up accounts. For example, look at

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for a discussion about this point. I also suggest that the OP do a google with terms of "quicken vanguard accounts" in the Google Groups (NOT Web) for some discussion we've had in this NG over the years concerning Vanguard accounts and quicken. (As an aside, when I try this, Google is telling me it has server errors this Saturday morning...interesting!) Don't jump to conclusions about why the OP is 'complicating' things without knowing the complete set of facts. You'll often note I ask an individual what is BEHIND his or her question before picking it apart....

Reply to
Andrew

Thanks Andrew. My subsequent experiments and the link you provided both indicate that you CANNOT combine Vanguard investment and brokerage accounts in a single quicken account. I think it is because they have different account numbers, and quicken associates a single account number with a single online active account.

Reply to
Marc Auslander

Have you asked Vanguard if you can hold mutual funds in your brokerage account?

Reply to
John Pollard

Bullshit. People who use Quicken to interface with financial institutions in that manner are NEVER going to be without problems. Period. Much easier to NOT use the interface. I haven't used Quicken to interface this way since 1994. I download stocket prices, currency values, etc, with no problems.

Reply to
Sharx35

Some people would complicate the Lord's Prayer, given half a chance. If you want ONE account, simply do updates manually.

Reply to
Sharx35

Very true. In fact, I think we all need to take your argument to its logical conclusion and say that since computers will always have "problems" we should give up trying to use them at all (never mind that Vanguard seems to stand out on this particular issue from all other FIs) and go back to paper checkbook registers and not to continue to improve the paradigm.

Reply to
Andrew

The day I go back to paper chequebook records is the day.....

Just sayin' that one shouldn't expect relatively cheap software to handle all the possible weirdness from financial institutions whom they have no control over.

Reply to
Sharx35

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