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Download from Schwab

cskiba@

I have been having trouble downloading transactions for three accounts from Schwab since 5/22/26. I have tried resetting the accounts, but nothing changed. I also tried deactivating downloads from one of the accounts and then reauthorizing the accounts. Quicken found the three Schwab accounts and noted they were already added in Quicken, but then added 2 of the three accounts again without affecting the original accounts. I also logged into Schwab for these three accounts and checked the security settings for app access to ensure they were correct.

These accounts have daily activity and I have already missed downloading numerous transactions.

Any other advice to get transaction downloads to work on the original three accounts? (P.S. I have other Schwab accounts with different Schwab log in information which are working just fine.)

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Investments

Windows

Express Web Connect+

Comments

Quicken Carlos

Hi @cskiba@,

Thank you for reaching out to the Quicken Community!

If you haven't already tried these steps, I recommend following the guidance in our support article on missing transactions:

Confirm that the Sort Order in your account register is set to Date by clicking the Date column header at the top of the register.
Click the Reset button at the top of the register to ensure that no filters are currently applied.
Refresh your login session by going to Help > Refresh Sign In. After completing the sign-in process, run One Step Update again.

If the issue persists, please provide us with the following information so we can share the most appropriate troubleshooting steps:

Are the missing transactions more than 90 days old?
Are the transactions still showing as pending on your financial institution's website?
Are you using Web Connect (manually downloading transactions from your bank's website and importing them into Quicken)?
Have any transactions been deleted recently?
Were the transactions moved from one account register to another?

To check, click All Transactions in the Account Bar and search for the missing transactions. If you find them in the wrong account, you can move them by selecting the transaction(s), right-clicking, and choosing Move Transaction(s). Then select the correct account and click OK.

I look forward to your reply!

cskiba@

Carlos:

I tried checking All Transactions per the article attached. Since Schwab is an investment account, not a bank account, no transactions from the Schwab accounts are included.

The sort in the accounts is set to Date. The transactions were clearly not posted.

I tried Refresh Sign In and ran One Step Update again, but nothing changed.

I tried Move Transactions from the new account Quicken created (when it should have added the transactions to the existing account). 90 days of transactions are listed and I only want to move the transactions from the last week. I tried clicking on transactions one-by-one, but it did not seem to highlight the transactions.

I still cannot activate Express Web Connect in one account (which I had deleted to try to fix the problem) and cannot download to the other account.

I do not see a RESET button at the top of any register.

HELP!!!!

Quicken Kristina

Thank you for your reply,

I do not see a RESET button at the top of any register.

The Reset button is visible only if a filter is active in a banking register. You won't see it in an investment register.

I tried Move Transactions from the new account Quicken created (when it should have added the transactions to the existing account). 90 days of transactions are listed and I only want to move the transactions from the last week. I tried clicking on transactions one-by-one, but it did not seem to highlight the transactions.

Sorry for the confusion. Investment accounts are a bit different from regular banking registers. Prior to moving transactions, please backup your file.

To move transactions from the newly added account to the original one, click the gear icon near the upper right of the register in the new account.

In the menu, select Move Transactions.

That will open the Move Investment Transactions window, where you can select the transactions to move and the account to move them to.

If the transactions are downloading into the new account, but not the original account, have you checked to confirm that the original account is connected? It sounds like when you reset the accounts, it may have been added as new instead of being relinked to the existing one. You can check which accounts are connected by navigating to Tools > Account List and checking the Transaction Download column next to each account.

I hope this helps!

cskiba@

Thank you for your suggestions.

I tried Move Transactions, but I still do not know how to select individual transactions to be moved. If I select SELECT ALL (90 days worth) I cannot figure out how to deselect those older than one week. If I select CLEAR ALL, I cannot figure out how to select individual items either. Neither SHIFT or CONTROL seem to work.

For the Schwab accounts that are downloading transactions, the accounts do not display in the Update Summary. The accounts do show the transactions to be approved symbol to the left of the account name, but when you display the account, no transactions show in the box to be approved. I have to download transactions again to show any new transactions. Downloading twice by individual account has been needed for years. This is not efficient and seems to be a BUG.

By the way, I was able to re-link the account I deactivated from Express Web Connect today. Maybe I just could not do it the same day?????

Quicken Carlos

Hi @cskiba@,

Thank you for your reply.

The Move Investment Transactions option, by default, selects any transaction to move and also selects all other transactions in the account for the same security. This helps minimize the possibility of cost basis changes, although changes can still occur if the transactions are moved to an account that already contains transactions for the same security.

You can override the "Move as Group" default by clearing the checkbox below the list of transactions. However, doing so may create additional scenarios where the cost basis, gains, and losses could change. Please note that employee stock options and securities with lot tracking will always move as a group, regardless of the checkbox setting.

Because of the complexity of this operation, Quicken performs a file validation after you click Done and move any transactions. Depending on the size of your data file, this process may take several minutes.

I suggest reviewing our support article, "How Do I Move Investment Transactions?" provides detailed instructions and important considerations for moving transactions between investment accounts.

Regarding the Schwab accounts, are you seeing a red flag indicating downloaded transactions are available, but no transactions appear in the Downloaded Transactions section?

I hope this helps! I look forward to your reply!

cskiba@

I do receive a red flag indicating that transactions have been downloaded for acceptance, but when I access the individual account, no transactions are shown. I have to Update Transactions again to get the transactions to display so I can accept them. This has been going on for such a long time - over a year. Is there a BUG fix for this problem?

Quicken Carlos

Thanks for your reply @cskiba@ and for providing more details.

Due to the nature of this issue. I recommend contacting Quicken Support for further assistance. They can guide you through additional troubleshooting steps in real time and, if necessary, escalate the issue.

Phone support is available Monday through Friday, from 5:00 AM PT to 5:00 PM PT.