Short sales at Schwab treated as payments

user239048
user239048 Quicken Mac Subscription Member ✭✭

Totally broken for almost a year now. Short sales are treated as a cash deposit, without a respective share count debit. When you close the short position therefore you keep increasing and increasing the amount of shares. If you do any amount of trading it is unmanageable to manually account for this, essentially destroying the utility of years of records.

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @user239048,

    Would you mind sharing screenshots of what you are seeing?

    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. Please remember to redact any personal information as needed.

    Thanks!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @user239048,

    Are you still requiring assistance?

    Let me know!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

This discussion has been closed.