Strangeness in Vanguard Manually-Triggered OFX Download
This is NOT a MD problem, per se...
I am rather new to having to do things this way. It is due to the well-discussed crapping-out of the Direct Connect OFX capability at Vanguard...
So I am trying to compensate (at least for now) by using their Manually-Triggered mechanism. Here is what I do:
1. I login and go to my Dashboard.
2. I click on Activity near the top.
3. I look to see if there is any activity I need to capture via download (I basically want to capture all of it that I do not already have).
4. For example, today I see a new CD purchase dated 3/3/25. I do NOT yet see the matching sale of the MM fund. Everything else is dated back to at least 2/28/25 and I believe I have all of those already.
5. I click on Download Center at the top. I choose the 2nd Quicken option. For date I choose 1 month (have also tried Custom with 3/1/25 - 3/3/25 with the same results). Finally, I choose the proper account with the CD purchase and click Download.
6. I see a download into my browser and then the switch to MD as it processes the result. All as expected.
7. There are not transactions added at all.
8. To make it easier for me to read, I change to CSV and do it again. Then I look at the file's contents and I see nothing in there with a date beyond 2/28/25.
So what is going on? Anyone know? I would suspect that I would end up with the same transactions in MD as I see on the Activity page - including the 3/3/25 CD purchase.
Thanks for any info/tips!
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Support Staff 1 Posted by Maddy on Mar 05, 2025 @ 05:31 PM
Hi David,
We are sorry to hear about the problem you have encountered.
Would it be possible for you to upload a sample file, perhaps?
In this way we could test importing the file for you.
Thank you
--
Maddy, Infinite Kind Support
2 Posted by whitedavidp on Mar 05, 2025 @ 06:33 PM
Hi.
1. This is not a private thread (at least to me). On the contrary, I am trying to get input from other users.
2. As I stated, this is clearly NOT a MD issue. MD can only process the downloaded records. The problem is that Vanguard was not downloading all of the expected records.
3. As of today 3/5, the missing BUT transaction has downloaded.
So I have to conclude that the manually downloaded transactions may lag behind what Vanguard shows on its Activity page.
Thanks