downloaded transaction from Schwab

James Koski
James Koski Quicken Windows Subscription Member ✭✭
edited June 2025 in Investing (Windows)

each month a transaction from Schwab for a Schwab managed account on or about the 15th of the month comes in with a zero in the amount field. this transaction is the monthly bank interest for the account.

Comments

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I wonder if the "Schwab managed account" aspect has anything to do with that, though I wouldn't think it would.

    I've occupationally received interest from Schwab Bank in a non-managed account and those events always show up properly.

    If you have other downloading Schwab Accounts in your file, do those Accounts properly record that entry?

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