After the download, a Download Transactions window will display.

If Quicken detects that your account balance based on the downloaded transactions doesn't match Vanguard's balance (most likely because transactions that took place more than 18 months ago aren't available for download), you will receive a prompt asking if you want Quicken to add adjustment transactions to the account.

Click OK at the prompt when this is complete.

Quicken will automatically connect to Vanguard's servers and download available transaction information.

You'll receive a prompt from Quicken that it will automatically enter adjustment transactions to bring your portfolio and balances in line with the holdings reported by Vanguard.

Click Continue when all accounts are set up.

If you don't wish to download a specific account, uncheck it.

For each account, click Select an Account, then Enter Another Name, provide a name for the account that displays, then click OK.

Quicken will connect to and get your account information.

Enter your user name and password as your Quicken client ID and PIN.

Choose Online as the method to set up those accounts.

(If you don't see Vanguard listed, update your financial institution list.) Choose Vanguard Group and click Continue.Select the File menu in Quicken, then New, then Account.To hide an account or display a missing account, modify your Preferred Account View on the Accounts & Activity page on our site. Only accounts that display in your Preferred Account View will download.Subsequent downloads will only include new transactions. On your first download, Quicken will download the last 18 months' worth of transactions.See How do I use Quicken's Web Connect? for more information. To download transactions into separate Quicken accounts, use the Web Connect download through. Direct Connect downloads all Vanguard mutual funds with the same account number into a single Quicken account.Use the instructions on this page or see your Quicken Help files.

Always back up your Quicken data file before downloading your transaction data.

Direct Connect lets you download Vanguard transactions directly into Quicken without logging on to.

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