downloading old transactions in a Schwab investment account

rdaniell

I download transactions from Schwab into my quicken investment account. The Schwab account is only 2-3 years old. I find that the transactions prior to a certain date are now downloaded. I think this may have happened when Schwab and TD Ameritrade merged. I had been downloading daily when it was TDA. I can't find anyway to get the older transactions in except by manually entering which is what I've been doing but it is very tedious . Anyone I an idea. AI was no help. quicken will not accept .cvs file for investments.

LB522

@rdaniell There is always the AI driven mechanical option: tell Claude to add the transactions in the csv file to Quicken using screen takeover. You can watch it drive your computer and it will type each transaction in by hand into the Quicken app, then turn it back to you. You can interrupt it any time by just hitting Escape.

Grab a coffee and be thankful you have a digital slave to do the hand keying for you.