Charles Schwab Cash Balance

I cannot figure out what Quicken is now doing with Schwab cash balances. I have multiple accounts at Schwab, and when I re-registered them, Quicken asked for the cash balance each, which I provided. They then created new accounts in Quicken for that cash; however, the cash is still included in the Investments account. Also, for my main account, I previously had a Cash account, but instead of using that, they created a new account.
Did any of this get tested before they threw it at us?

Answers

  • MrZipp
    MrZipp Member ✭✭
    Been using Quicken since the 1990's. This update with Schwab is very broken. Like you, it wants to set up NEW acccounts, full of placeholders. I've tried a half dozen ways, and it's still broken. All was working until this morning. My Quicken is fully up to date. I have 7 Schwab accounts to work with.
  • MrZipp
    MrZipp Member ✭✭
    From my previous comment, I use Quicken Premier for Windows. Hopefully help will arrive soon