SWVXX vs SWGXX - LONGTIME QUICKEN ERROR

NancyP147
NancyP147 Quicken Windows Subscription Member ✭✭
edited December 2025 in Investing (Windows)

Every download I am forced to delete the SWGXX security transactions because SWGXX is the SWEEP CASH SECURITY that Schwab uses. Quicken a few years ago decided on their own to use SWVXX as a sweep security instead of the correct SWGXX. They never fixed this. I was caught this error at the beginning and chose the option to treat SWVXX as a SECURITY, which IT IS, rather than accept their error.

Isn't it about time to FIX THIS ONCE AND FOR ALL??? At a minimum, please give those of us who understand what is going on the option to choose the CORRECT SWEEP SECURITY, SWGXX, as our cash option.

I still don't understand why Quicken didn't fix this at the beginning - or better yet, make sure they understood what the truth was before deciding on their own to implement something that was and remains incorrect. This is just not that difficult!!!

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