Stock Split Enters as Add Shares (Schwab, Q Mac)

hurwi
hurwi Quicken Mac Other Mac Beta Beta
edited April 2022 in Investing (Mac)
A few stocks from Schwab split today, and when downloaded, they were entered as Add Shares transactions. I changed them to stock split, but would be good if they were automatically downloaded as stock split.

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    Hello @hurwi,

    Thank you for contacting the Quicken Community.

    There has been an idea post created for this feature. I have added a link that you can follow and add your vote to hopefully get this feature forwarded to the development team and added to Quicken. 

    https://community.quicken.com/discussion/7896101/quicken-needs-to-robustly-recognize-stock-split-transaction-downloads

    Thank you. 

    -Quicken Jasmine

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  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    @hurwi As noted in the thread linked by Jasmine above, the issue here is that Schwab is transmitting the data incorrectly. They should be sending a Split transaction, and they are instead sending an Add Shares transaction. Schwab customers should pester Schwab to get it right. ;)
    Quicken Mac Subscription • Quicken user since 1993
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