Downloaded transactions from Schwab showing incorrect info [Edited]

James Koski
James Koski Quicken Windows Subscription Member ✭✭
edited June 9 in Investing (Windows)

Quicken is not getting the company correct in some transactions. Received a dividend transaction for American Express today, and Quicken tried to post the DIV to Vanguard American fund, which is not a company in that account. [Edited - Readability]

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @James Koski,

    Thank you for letting us know you're seeing this issue. When did you first notice this problem? You mentioned it's impacting only some transactions. Is there any pattern to the transactions impacted by this? Is this happening only in one account?

    I look forward to your reply!

    Quicken Kristina

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