Quicken mixing up data between 3 schwab accounts

rgeary
rgeary Quicken Windows Subscription Member

Late last week, information in my 3 Schwab accounts got all mixed up, by thousands of dollars. Tried to use backup from 7/29, data was OK but quicken would freeze during atempts to download current transactions. No issues with multiple other accounts; my schwab account online is correct.

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @rgeary,

    To assist with this issue, please provide more information. How did the information in your Schwab accounts get mixed up (for instance, was it downloading correct info, but into the wrong accounts)? When you restored the backup from 7/29, did you make sure to restore it directly to your local hard drive and ensure that it's not synced to any cloud service (such as OneDrive, iCloud, or Dropbox)? Did you try restoring any other backups?

    I look forward to your response!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @rgeary,

    I haven't heard any response from you in a while. Did you still need assistance?

    Thank you!

    Quicken Kristina

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