Vanguard Format

@kwthere

I am a longtime user of Quicken Classic Business and Personal. Tracking my investments is a very important feature. Recently, the Vanguard download and display change from a "Register" format to a listing of the account holdings & balances. The individual transactions are no longer in this new format. When I click on an individual security, the "Security Detail View" will show; and there are no means of editing a transaction. When I take a Qualified Charitable Distribution (QCD), on the Vanguard Website, I enter the Charity Info; Vanguard cuts a check and sends it to me. I send it on to the charity organization. Online (Vanguard) and in Quicken, it shows up as a IRA withdraw; no designation as a QCD. In my Quicken Classic, I then edit the entry as a "Check"; list the Vanguard Check #; Categorize as a Charity and tag it as a QCD.

I am not sure how this can be done in the new Vanguard format.

Coach Jon

Hello @@kwthere,

It looks like you are dealing with a Quicken Classic issue. This is the Quicken Simplifi community. You will want to reach out to the Quicken Classic community here:  https://community.quicken.com/

Hope this helps!

-Coach Jon