Schwab Downloads - Short sales downloaded as deposits & Cover shorts as buys [Edited]

georgek

It's been 18 months now, and the Schwab downloads for stocks are still not working properly. Short sales come in as deposits, and Cover shorts come in as buys. When is this going to get fixed?

Quicken Laura

Hi @georgek,

Thank you for reaching out, and I’m sorry to hear that you’ve been experiencing this issue.

To help us better understand and narrow down the cause, I have a few questions:

• What type of investment accounts are showing this behavior?
• Is this occurring only with Charles Schwab accounts, or are other financial institutions affected as well?
• Have you had a chance to test the accounts in a new (test) file?

If you haven’t already, I would greatly appreciate it if you could try reproducing the issue in a new test file. This helps determine whether the behavior is file-specific and will not affect your current working file.

To create a test file:

• Go to File > New Quicken File
• Select New Quicken File, then click OK
• Enter a name for the file and click Save (avoid using special characters such as * ? < > | " : \ / and do not add the .qdf extension)
• Sign in with your Quicken ID (if prompted to create one, select Sign In instead)
• Choose whether to enable Mobile
• Click Add Account to begin adding your accounts

Once you’ve completed these steps, please let me know how it goes. I’ll be happy to assist further based on your results.

Thank you!