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Can no longer directly download transactions from Vanguard and USAA

Posted: Sun Mar 28, 2021 2:52 pm
by daisypen
Anyone else having this problem and anyone finding a solution? Not sure what is going on with Vanguard; I sent a ticket to AceMoney and they said they were working on it but haven't heard anything. I can at least import transactions in ofx format.

USAA however has changed their Direct Connect to be only compatible with Quicken as of the end of Jan 2021, as I understand.

The problem is that you can't (as far as I can tell) download transactions in ofx format; only in csv format which requires manually putting the csv columns in a format that AceMoney will import successfully. This is a PITA and is making me think I need to find a new software program, which is disappointing b/c AceMoney has worked well for 10+ years. :(