MAC: SCHWAB GOVT MONEY FUND downloads but not including $
All of my accounts have a SCHWAB GOVT MONEY FUND investment. The name SCHWAB GOVT MONEY FUND downloads into my Quicken Deluxe Version 7.6.1 (Build 706.52627.100) for my Mac running macOS 14.4.1 but the dividend amounts are not downloading into Quicken. Please advise how to fix this problem. Thanks.
Comments
-
Hello @SAS47qen,
To clarify, are the dividend transactions not downloading at all, or are they downloading, but missing information? Is this the SWGXX (Schwab Government Money Fund), or is it a different one with a similar name? Was the information previously downloading correctly, or has it been doing this ever since the accounts were connected in your Quicken? When did you first notice this issue?
I look forward to your response!
Quicken Kristina
Make sure to sign up for the email digest to see a round up of your top posts.
0 -
Quicken Kristina
Make sure to sign up for the email digest to see a round up of your top posts.
0 -
I have had the same problem for two years with SWGXX. Dividend transaction downloads but does not contain the amount. Amount has to entered manually.
0 -
Hello @robert m,
There was a change a couple years ago that causes SWGXX to map to cash (click here for more information). It's possible that is related to the issue you are encountering.
If you're willing, could you post a screenshot of what is happening (with personal information redacted)? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.
I look forward to your reply!
Quicken Kristina
Make sure to sign up for the email digest to see a round up of your top posts.
0 -
[Removed - Duplicate Post]
0 -
It’s pretty straightforward.
Schwab Government Money (SWGXX) issues a dividend transaction but there is no amount. It has to be entered manually after looking the amount up online. If you don’t add it manually, the cash balance is wrong by that amount. Thank you for looking into this
0 -
Thank you for your reply,
Due to the nature of this issue, I recommend that you contact Quicken Support directly for further assistance as they can walk you through troubleshooting steps in real-time and escalate the situation as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.
I apologize that I could not be of more assistance!
Quicken Kristina
Make sure to sign up for the email digest to see a round up of your top posts.
0 -
Okay. Thank you.
0
