Charles Schwab transfers not syncing using Quicken for Mac

TP999
TP999 Member ✭✭
My Schwab accounts still do no sync transactions (mainly transfers) when downloading transactions. Are there any steps that can be taken to fix this or do I need to keep manually deleting transactions each month?

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  • lhossus
    lhossus SuperUser, Mac Beta ✭✭✭✭✭
    TP999 said:
    My Schwab accounts still do no sync transactions (mainly transfers) when downloading transactions. Are there any steps that can be taken to fix this or do I need to keep manually deleting transactions each month?
    When you find a downloaded transaction that should have matched a manually entered or scheduled transaction: drag one transaction of the pair onto the other transaction.

    Doing this will train Quicken to recognize the pair as a match for future downloads.

    Quicken Mac Subscription • macOS Monterey 12.6 on MacBook Pro 13" M1
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