Schwab Transactions not downloading
Win 10 Q Premier version R52.28
Two problems
- CD matures in Schwab account. 3 Transactions appear in Schwab History but will not download on Update. This used to work.
- Other transactions getting ENTER VALID DATE popup on accepts.
Comments
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That "ENTER VALID DATE" problem is known and has a long thread of complaints.
Presumably a fix is in the works.
The Schwab download problem might be also associated with the R52.28 release.
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The schwab download problem cleared up the next day. "enter Valid Date" problem remains.
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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,?
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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.
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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!
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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.
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False "Enter Valid Date" popup is apparently fixed on R53.16 although it is not mentioned in the Release Notes.
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Please close this post
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Hello All,
This post has been closed per the original poster's request.
Thank you.
Quicken Kristina
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