Cannot reconcile Charles Schwab accounts

John Niemeyer

Reconcile is not working for my Charles Schwab accounts.
It is working for all other accounts.

The Reconcile window for a Schwab account has the notice that Previous close date is N/A.
If I enter the current statement date and dollar values, the next screen shows hundreds of transactions from the beginning of account opening instead of just the last statement month.

I have also noted a new Heading at the bottom of the accounts list labeled "Separate".
Below that "More Accounts". Click on that link brings up a window showing every account I have ever had. They all show a 0.00 balance except for a PNC checking account that shows a balance over $10,000. Which is false. That account was closed months ago.

It is my opinion that the last Quicken update has caused these problems. Is it possible to restore a previous version?

Quicken Anja

Hello @John Niemeyer,

Thank you for taking the time to share what you’re seeing—issues like these can definitely be frustrating when you're trying to keep your records accurate and up to date.

To get a clearer picture and help pinpoint the cause, could you please provide screenshots of what you are seeing? That visual context will be really helpful for further investigation. 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.

As for your question about reverting to a previous version of Quicken: yes, that’s absolutely possible. You can download links for older releases here:

• Reinstalling and Patching Your Quicken Subscription Version

Looking forward to your follow-up!

John Niemeyer

It is obvious Quicken is making no effort to resolve their problem.

It is the reconcile failure that I need corrected.

Reconcile 1.jpg