New Schwab Transaction Issues

Comments
-
Check and see if this helps.Here is what I saw and did.
New Distributions were downloaded for my Regular Investment account and IRA.
First off when they downloaded the transactions were not Listed under the Downloaded Transaction field below the register.I then went to the Online Center to see if there were any downloaded transactions.
Tools > Online Center > use the drop down to pick your Financial Institution. If you see your transactions there that means they were downloaded.Had to go to Preferences to enable "Auto add to Investment Transaction List" to get the transactions into the register. Once you enable this the transactions will populate the register(s). (Wait for Quicken to finish the process. The software may flicker a couple of times)
Had to edit transactions that said "Bought" to "ReInvSh" and to "ReInvLg". Note: Had to print the transactions from Schwab site to make which were Sh, Lg or "ReinvDiv" transactions.I deleted those that said "Reinvint" because they are added to the Reports as Interest. If you left them the amounts for those transactions would be entered twice in the reports.
A 3rd transaction was entered correctly.
Those “Reinvint” extra entries were never posted when using Direct Connect.
I also reported this problem by opening Quicken > Help > Report a Problemhttps://community.quicken.com/discussion/comment/20223679#Comment_20223679
Hope this helps.
Quicken Windows Premier (Subscription) - Using the latest version -Windows 11 Pro
0
Categories
- All Categories
- 21 Product Ideas
- 28 Announcements
- 207 Alerts, Online Banking & Known Product Issues
- 20 Product Alerts
- 741 Welcome to the Community!
- 617 Before you Buy
- 1.2K Product Ideas
- 50.5K Quicken Classic for Windows
- 15.6K Quicken Classic for Mac
- 991 Quicken Mobile
- 784 Quicken on the Web
- 76 Quicken LifeHub