Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Schwab downloads now misclassified in quicken
Jack Scripps
Since the Schwab debacle, just encountered another problem. Long and short term capital gain distributions, previously classified as such in quicken after downloads, now are reflected in quicken as interest income. Not good.....
Find more posts tagged with
Accepted answers
All comments
jvprice6
So Jack, what are your plans? I have backed up my file. But now I do know if we should proceed to correct(edit) the transactions, wait for Quicken to tell us what to do, or go back to some previous backup and re-download (after installing a new R37 update)?????
Jack Scripps
I have no idea what my plans are. My Schwab accounts in Quicken all reflect the correct number of shares and cash reconciles OK (well, except for 1 account which still does not consider a holding account as cash), but the classifications now in Quicken are all messed up. I have the most current update of Quicken.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
