Are others seeing incorrect recording of long vs short term capital gains in quicken from Schwab?

randyherbig

Seems Quicken was not at all ready for the end of the year! After so many issues updating Quicken transactions from Schwab today I found that Quicken incorrectly is record long term gains as short term. Again must correct this on your own. This added to the many many issues updating makes Quicken an unreliable record and really reduces the overall value of the product. Who knows what other incorrect transactions have been downloaded. Disappointed.

Boatnmaniac

It sounds like this issue is as described in the following Support Article:  https://www.quicken.com/support/charles-schwab-transaction-download-changes.  Scroll down and read under "Other Known Issues" which is also posted here:

To have the latest fixes for the Schwab issues, if you have not already done so, you might want to go to Help > Check for Updates.  Or, alternatively, you can download and install the Mondo Patch from https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product.

Boatnmaniac

It sounds like this issue is as described in the following Support Article:  https://www.quicken.com/support/charles-schwab-transaction-download-changes.  Scroll down and read under "Other Known Issues" which is also posted here:

To have the latest fixes for the Schwab issues, if you have not already done so, you might want to go to Help > Check for Updates.  Or, alternatively, you can download and install the Mondo Patch from https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product.