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Downloaded update does not post correctly to an IRA account

When updating with Schwab to an IRA account the updated transaction fails to post but a flag shows. Unable to get the posting. Resorting to file operations "validate and repair" and it pops in OK and the flag goes away finally,

Answers

  • Quicken_TykaQuicken_Tyka Moderator mod
    Hello @Donald Griffith

    Thank you for taking the time to share the details of this issue with the community, although I apologize that you have not yet received a response.

    If you are still experiencing this behavior, may I ask, is the account(s) with the Red Flag notice marked to manually review the downloaded transactions or automatically accept the downloaded transactions?

    If you aren't sure, please go to the Edit > Preferences > Downloaded Transactions, is the box to automatically accept downloaded transactions check-marked?

    Please also go to the Tools > Account List > Click 'Edit' to the right of the affected account name and select the middle "Online Services" tab, does the blue link show that automatic entry is On or Off?

    Lastly, please open the register for the affected account, does the downloaded transactions section appear at the bottom of the register?

    Please let us know, thank you.

    -Quicken Tyka
    ~~~***~~~
  • Donald GriffithDonald Griffith Member ✭✭
    the Edit > Preferences > Downloaded Transactions, is the box to automatically accept downloaded transactions check-marked? YES MARKED. ALL BOXES ARE CHECKED.
    Tools > Account List > Click 'Edit' to the right of the affected account name and select the middle "Online Services" tab, does the blue link show that automatic entry is On or Off? MARKED ON
    the downloaded transactions section appear at the bottom of the -register? NO APPEARANCE UNTIL AFTER THE FILE VALIDATION IS RUN, THEN EVERYTHING IS NORMAL
    THANKS for trying though.
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