"Some" transactions through Schwab... (Q Mac)

TomTab
TomTab Quicken Mac Subscription Member ✭✭
edited September 2 in Investing (Mac)

In mid July I placed 2 transactions through Schwab. The transactions show in my Quicken transaction list, but do not transfer to the portfolio or dashboard. Is there a way to "force" these transactions? Other transactions have worked perfectly. I don't know why these 2 are different.

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @TomTab,

    Thank you for letting us know you're seeing this issue. To clarify, is this an account you update manually, or is this account connected to download into Quicken? Were the transactions input manually? What kind of transactions are they (buy, sell, etc.)? Do they impact a security that is already in your Quicken? Are they adding a new security to your Quicken?

    I look forward to your response!

    Quicken Kristina

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