if the schwab problem is solved what do i do to clean up the mess it made of my accoounts?

Roger S Quicken Windows Subscription Member ✭✭

December 2021 edited January 2022 in Download, Add/Update Accounts (Windows)

Quicken Premier - down loaded Novemeber Schawb data and it created new accounts in Quicken with zzz-Charles Schwab. How do I clean up this mess?

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Answers

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  Quicken Jade Quicken Windows Subscription Alumni ✭✭✭✭

  December 2021

  Hello @Roger S, I do apologize for this inconvenience. To clarify, are the new accounts that were created the ones that have zzz-Charles Schwab, or were those the original accounts? 

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  Roger S Quicken Windows Subscription Member ✭✭

  December 2021

  Both have zzz

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