I was using Quicken Deluxe 2004 and I was able to downloan individual accounts from Vanguard. To do this I went to the Vanguard Web Site and downloaded each fund in separate Quicken Accounts.
With Q2005 Premier, I can no longer do this. The problem is that my Vanguard IRA and non-IRA accounts have the same number. Q2005 dumps these all into one IRA account.
Is there anyway to continue downloading individual accounts in Q2005?
Ron
I don't know why you are going to Vanguard's web site to download: they offer direct download. I have 4 accounts at Vanguard; 3 IRA's and one non-IRA, all are separate accounts in Quicken and all download using One Step Update just fine. That has been true in Q2002, Q2004, Q2005, and Q2006. Your problem is either with your Quicken setup and/or with your setup at Vanguard.
"John Pollard" wrote in news:5kUIe.241657$nG6.196471 @attbi_s22:
I have that problem too. There should be a way to download into *my* setup of Quicken 2005, but I have had it result in a mess too often. Some day (ahem) I will sell everything and start anew (yeah).
This problem has been mentioned before. I think the solution that worked was to ask Vanguard to give the IRA a different account number. Quicken is going to expect each account number to download to a separate Quicken account.
I always do it the Quicken way first. I always have ended up with a mess. The secound time I down load from Vanguard and it seems to work.
I have talked to Vanguard about changing my account numbers, and the rep. recommended just downloading from the Vanguard site. This has worked fine until I upgraded for Q2004 to Q2005.
When I unstalled Q2005 is deleted my download history that had been established with Q2004. So for every account (in addition to the Vanguard account problems), I got about 18 months of data downloaded (several hundred transactions).
The easy solution, I found out later, was just to do the conversion twice. Icopied the Q2004 data over the Q2005 data. Then when Q2005 converted the data, my download history was up to date. Then I only had to manually input the data from the last Q2004 download to the first Q2005 download. This was much easier than dealing with the hundreds of downloaded double entries, Quicken Placeholders, and incorrect balances.
It only took me about 3 days to get every thing back to where it should be. I am sure that there are some minor errors and missing transactions, but I will find them as time goes on.
This is another reason to only upgrade only when you have to.
Ron
Did you actually read my post. I have 4 accounts at Vanguard (IRA and non-IRA); they do *not* all use the same account number. And they all download fine.
You're right that Vanguard does sometimes lump accounts together (though, in my case, definitely not IRA with non-IRA - they did originally put all my IRA accounts under one account number ... despite the fact that they were three separate types of IRA's). But if you contact them, they will change the accounts to having separate account numbers. (They may still have some internal number that remains the same for all your accounts; but the external "account number" that Quicken uses can be changed at Vanguard, and when it is, downloading works with no trouble).
I read your post.
When I tried to download from the Vanguard site, Quicken would not let me. It locked up the Vanguard download and Quicken started its own download. That was the first try.
After that, I got finally got the download from Vanguard to work, but then every account had numerous duplicate transactions downloaded - too many to delete in a reasonable period of time and do it accurately.
I copied the old Q2004 data over the new Q2005 data. From then on the downloads worked as the did in Q2004, except that the transactions from the from the last Q2004 download to the first download in Q2005. These transactions were missing.
R> R>
BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.