Bond maturities are not being downloaded to teh correct account
S Singer
Quicken Windows Subscription Member ✭✭
The Schwab download either does not download bond maturities or, in the case of MBS principal payments, they are reflected in the investment cash account rather than as a maturity in the investment account. Additionally, for the MBS activity Quicken does not recognize the MBS with the correct name. Rather is shows a shortened and very incomplete name that can make it difficult to properly classify.
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