Stock Split Enters as Add Shares (Schwab, Q Mac)

hurwi Mac Beta Beta
edited April 2022 in Investing (Mac)
A few stocks from Schwab split today, and when downloaded, they were entered as Add Shares transactions. I changed them to stock split, but would be good if they were automatically downloaded as stock split.


  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @hurwi,

    Thank you for contacting the Quicken Community.

    There has been an idea post created for this feature. I have added a link that you can follow and add your vote to hopefully get this feature forwarded to the development team and added to Quicken.

    Thank you. 

    -Quicken Jasmine

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

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    @hurwi As noted in the thread linked by Jasmine above, the issue here is that Schwab is transmitting the data incorrectly. They should be sending a Split transaction, and they are instead sending an Add Shares transaction. Schwab customers should pester Schwab to get it right. ;)
    Quicken Mac Subscription • Quicken user since 1993
This discussion has been closed.