For general questions about downloading transaction information from vanguard.com, call Vanguard at 888-353-0547.
We strongly recommend backing up your transaction data before making any changes: Within Quicken, on September 10, 2014, Vanguard’s name was update from Vanguard Group to Vanguard.
Your downloaded account history includes purchases, redemptions, dividends, and capital gains.
If prompted by Quicken, make sure to indicate that any employer plan accounts belong in Quicken's 401(k)/403(b) account registers.
Note: Backing out of changes in Quicken can be difficult.
What happens to my transaction data if I convert to Admiral™ Shares? You can download transactions for these Vanguard account types: Note: Once the accounts are configured, your Quicken 2014 or higher software will automatically retrieve your most recent transactions for each account.
Return to top Note: Backing out of changes in Quicken can be difficult.
You can download your transactions into Quicken 2016 or higher from our website using the Web Connect feature available on vanguard.com: The information above only applies to Vanguard mutual fund accounts.