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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
have a Charles Schwab Account (Checking) that NO longer shows transaction history.
DomoSan
It is a brokage account but should still show history like my other Schwab account.
I have deleted and recreated these accounts several times and I can't get back proper syncing.
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Sherlock
I suspect you may have
Simple Investing
enabled on the account. To switch the account to
Complete Investing
, I suggest you open the register, press
Ctrl + Shift + E
, choose
Complete - Positions and Transactions
, and select
Yes
and
OK
.
To prevent Quicken from defaulting to
Simple Investing
when you add an account, I suggest you uncheck the
Enable Simple Investing (positions-only)
preference: select
Edit > Preferences...
DomoSan
Thank you, Sherlock. Good suggestion. However, I have all my Schwab accounts on complete Investing, so this does not appear to be the issue. Thanks again :)
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