Download of Schwab checking account not placing check # in column

Bond_guy
Bond_guy Member
edited September 9 in Registers & Transactions (Windows)

Schwab download shows payee as the check #, and nothing in check column. No hint as to category as well. Fortunately can reconstruct most from direct Schwab access, but time consuming. Any fixes?

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  • Quicken Kristina
    Quicken Kristina Moderator mod

    Hello @Bond_guy,

    To assist with this issue, please provide more information. When did you first notice this issue? Which version of Quicken were you using when the issue started? Is this happening in an account that you have set to Show cash in a checking account?

    Screenshot 2024-09-09 at 5.09.25 PM.png

    If you have more than one Schwab account set up that way, is the issue affecting all of them, or just one?

    I look forward to your response!

    Quicken Kristina

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