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At the end of April, I signed on to Quicken Premium Support - /yr. I need the benefits that Quicken offers, but I need them to work correctly.
That has had varying levels of satisfaction (like getting my email account changed). After reading the horror stories on here, I don't think I will spend the money. Does anyone have any suggestions for a replacement program.
You can download and export up to 18 months' worth of Vanguard transaction history into Quicken.
After you download your data, your operating system should automatically recognize the file and import it directly into your Quicken records.
To do this, click the button, and follow the on-screen instructions. Just activate One Step Update to consolidate transactions and balances for all your accounts at multiple financial institutions.
If you do not see a Download Transactions tab, troubleshooting information is available. You can use One Step Update to get quotes and check for software updates as well.
Archive with script and readme: QImport P-0.6.0[2015-04-09] Previous release: QImport P-0.5.0 And here are links to look at the key files: QImport P.wsf, the README, and the Change Log file. This file is recognized by the What if you do not see an Update Transactions button or a Download Transactions tab?If you do not see an Update Transactions button on the Download Transactions tab but instead see a button that says Set Up Download, you need to set up your account for online access.(Your financial institution may refer to this as direct connect.) When you connect to update transactions and balances, you retrieve information for all accounts at the currently selected financial institution that have been activated for online account access in Quicken.The exact location of the download page (see step 4 below) is determined by your financial institution.