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Quicken Classic for Mac
Investing (Mac)
Stock Split Enters as Add Shares (Schwab, Q Mac)
hurwi
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.
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Quicken Jasmine
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.
https://community.quicken.com/discussion/7896101/quicken-needs-to-robustly-recognize-stock-split-transaction-downloads
Thank you.
jacobs
@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.
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