Why did Quicken make changes to Capital One and Schwab accounts right before the holiday season ?

George61
George61 Member ✭
in Questions about using the Community?
Why did Quicken make changes to Capital One and Schwab accounts right before the holiday season ? I have several transactions that need to be reconcile.

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Quicken didn't initiate the changes ... CapOne & Schwab initiated them.
    Q had to comply ... or cut those 2 providers off entirely.
    Take your pick.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    Is CapOne credit card also messed up ? 
    I have that, and it has been using EWC+ for quite awhile now - no problems. 
    Of course the Schwab disaster is another story.  I’m not checkmarking my Schwab for OSU until the dust settles, and I can see a clear path of exact steps… including how to handle dup transactions going back to  July 2020 

    QWin Deluxe Subscription - sticking with R47.15 - Win10

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Ps56k2 said:
     including how to handle dup transactions going back to  July 2020 
    How about making sure that all of your transactions are reconciled before downloading, and then accept all the transactions into the register and use the Edit Multiple Transactions feature, which can sort by the Clr column?
    Signature:
    This is my website: http://www.quicknperlwiz.com/
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