Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Link to Schwab appears to work, but nothing downloads.
wcikanek
Went through Schwab relink with no problems, but transaction downloads last entry is for 11/17/2021, so I guess it stopped working on 11/19. I have transactions for 11/19 and subsequent, but they do not download. When I run Reconcile Shares option Quicken says I match my account, but I know that is not true because the last three weeks are missing.
Also, when I do update Quicken for Schwab, an Add Account window opens which I dismiss. Then the Schwab update appears to run but returns nothing. Did I miss some post conversion step or did something go wrong?
Find more posts tagged with
Accepted answers
All comments
artg
Assuming everything is linked properly, since the transition I have found that when I get a red flag (indicating downloaded investment transactions) I MUST hit the update button AGAIN. It's just one of the many work arounds of the last month. Please let us know if that worked for you.
Rsta
Most likely if 11/19 is the last transactions, you are still connecting to the zzz Charles Schwab. You need to reset the connection and then it will be even more screwed up.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
