Schwab Investment Transfers Posting as 'Other Income'

skeeterbuck Member ✭✭
edited March 2022 in Investing (Mac)
I am having an issue with my Schwab transfers posting twice and showing as 'other income' in my budget. I'm not able to change the transaction -- it takes me directly to the Schwab Dashboard in Quicken. Customer support has not been able to help me with this issue.


  • Quicken Jasmine
    Hi @skeeterbuck,

    Thank you for coming to the community, I am sorry that you are experiencing this issue, I understand that it can be frustrating. 

    In order to work towards a resolution, I require some more information regarding what you have attempted to do either by yourself or with Quicken Customer Support. Have you tried to reconcile the account which should merge all of the duplicate transactions? Also, have you tried disconnecting and reconnecting this specific Charles Schwab account (saving a backup first)? 

    I look forward to hearing your response so we may work towards a resolution,
    Quicken Jasmine

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

This discussion has been closed.