BoughtX and RevinvDiv Classification wrong in Schwab downloads

STEVEN WEINBERG
STEVEN WEINBERG Member ✭✭✭
edited November 2021 in Investing (Windows)
Seems with the new download, the last six months or so of download to an investment account classifies Dividend reinvestment transactions as RevinvDiv while the old system classified them as BoughtX transactions. Therefor these transactions don't match and marks the status as New. The are really in the register classified as BoughtX. If I accept all, I will have duplicates for the last few months. Have not tried to delete the duplicate NEW transactions as the number are in the 100's per account; and am not sure if once I spend the time, hours, deleting that they will not show up again.

Any help. I have entered a support ticket, but have not heard anything.

Comments

This discussion has been closed.