How do I clear the New Schwab checking so I can use it in 2022
During the transition for the Schwab accounts, I kept them "separate", manually updated and used the old accounts. Now I would like to transition over to the Schwab Checking, but it has a lot of erroneous data. As an example, for some reason, the account was autofilling the "category". One of the community members helped me with that, but it didn't take away all the old info. Also, there have been several "problems" with the transition that have caused some double posting or missing transactions, not to mention an erroneous balance.
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