Schwab Transactions not downloading

DRMick
DRMick Member ✭✭✭
edited November 2023 in Download, Add/Update Accounts (Windows)

Win 10 Q Premier version R52.28

Two problems

  1. CD matures in Schwab account. 3 Transactions appear in Schwab History but will not download on Update. This used to work.
  2. Other transactions getting ENTER VALID DATE popup on accepts.

Comments

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    That "ENTER VALID DATE" problem is known and has a long thread of complaints.

    https://community.quicken.com/discussion/7939638/r52-xx-enter-valid-date-after-download-transactions-edit33

    Presumably a fix is in the works.

    The Schwab download problem might be also associated with the R52.28 release.

  • DRMick
    DRMick Member ✭✭✭

    The schwab download problem cleared up the next day. "enter Valid Date" problem remains.

  • Perch
    Perch Quicken Windows Subscription Member ✭✭

    I have spoken to both Schwab and Quicken. Both are blaming each other after wasting 4 hours of my time talking with them. I am now over a month without a clean download. Can you please confirm Quicken is speaking with Schwab to resolve this issue? can i get a reference number that i can give to Schwab,?

  • Rocky47
    Rocky47 Quicken Windows Subscription Member ✭✭

    I am in the same boat as Perch. Quicken changed my Schwab accounts to "Simple View" with no notice. When I changed them back after a download there is a multi-month gap in all my Schwab registers and I have found no way to download those many transactions. (Schwab will not export a qxf file and Quicken will not import csv file)

    Could some Quicken employee please weigh in with a solution.

  • idler47
    idler47 Quicken Windows 2016 Member

    I have repeated (pretty much daily) download failures with Schwab accounts. Online reset sometimes seems to fix it, other times not. Deactivate/reactive usually works- until the next time I try to download transactions. This has been going on for a month or so. It needs fixing!

  • tomw1415
    tomw1415 Quicken Windows Subscription Member

    Since late August, I have been unable to update transactions from Schwab. When I click on update transactions, Quicken goes through the usual motions, tells me it's complete, but shows no transactions. There is no error message. I have tried deactivating, resetting the cloud, and reactivating. Nothing changes. Please, Quicken FIX THIS PROBLEM!! I am starting to research alternatives to Quicken.

  • DRMick
    DRMick Member ✭✭✭

    False "Enter Valid Date" popup is apparently fixed on R53.16 although it is not mentioned in the Release Notes.

  • DRMick
    DRMick Member ✭✭✭

    Please close this post

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello All,

    This post has been closed per the original poster's request.

    Thank you.

    Quicken Kristina

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This discussion has been closed.

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