Importing an old Vanguard account

randolph's Avatar

randolph

12 Feb, 2024 05:59 AM

I have an eight year old Vanguard account I would like to import to Moneydance. Unfortunately, Vanguard will only export the past 18 months of data. The transaction log is there – I can see it – but Vanguard doesn't let me download it. Any suggestions as to how to proceed?

  1. 1 Posted by dtd on 12 Feb, 2024 06:27 AM

    dtd's Avatar

    Having Vanguard export 18 months is considered very liberal. Some banks will download only 3-6 months.

    If you don't have the last eight years somewhere (like in another software app), you will have to take the old transaction log and enter it manually, if Vanguard won't give it to you.
    You can try a manual download from the website, but again 18 months is pretty liberal. I tried "custom dates" and put 2000, and it said "18 months maximum".

    I was able to get a pdf back to 1998. but again, that would be manual entry.

    My own recommendation would be to pick a date, enter the securities and balance, and go from there.

  2. 2 Posted by sprimost on 12 Feb, 2024 03:09 PM

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    From: sprimost

    If what you see is a list with date and the information about a
    transaction, you _could_ capture the screen and try to paste it into an
    excel spreadsheet.

    I have not used the csv importer so I don't have specifics as to the
    format, but that might work. There is the text importer......again, can
    not be much more help.

    But I am sure there are better minds than mine on how to do it. It might
    be worth a bit of effort to investigate...entering 18 months may be a
    bit tedious.

    /scp

    On 2/12/24 01:27, dtd wrote:

  3. 3 Posted by randolph on 12 Feb, 2024 06:54 PM

    randolph's Avatar

    Thanks. It does turn out that one can copy the tabular representation of the data off the historical transaction display and import it to a spreadsheet. How one goes from that into Moneydance, I'm still not clear on.

  4. 4 Posted by randolph on 12 Feb, 2024 07:33 PM

    randolph's Avatar

    So far I am able to import amounts, dates, and ticker symbols from a CSV file, but I would really like to be able to import actions and share amounts as well.

    Is there any way to do that?

  5. 5 Posted by Stuart Beesley ... on 12 Feb, 2024 07:45 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    You will need a CSV to QIF (or OFX) converter program.

  6. 6 Posted by sprimost on 13 Feb, 2024 12:12 AM

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  7. System closed this discussion on 14 May, 2024 12:20 AM.

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