continuing testing of Schwab Personalized Index acct (edit typo)

india just
india just Quicken Mac Subscription Mac Beta Beta
edited March 2024 in Download, Add/Update Accounts (Mac)

Here is the typical double import error. SCHW sometimes corrects a fee for a penny or so. They delete to prior incorrect and add a new transaction. If you are unlucky and import the first, the second will also import, overlap and then generate a fake transaction to balance the duplicate.

double import error.png
Long time user, mac only, brand new to beta testing.  NOOB.  Allin on beta.
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  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Sounds bad, on the other hand, I can't see how there is anything anyone can do about it.

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  • india just
    india just Quicken Mac Subscription Mac Beta Beta

    perhaps a transaction highlight as questionable during import process. Seeing identical date transactions that force share mismatch might be flagged as sketchy?

    Long time user, mac only, brand new to beta testing.  NOOB.  Allin on beta.
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