Downloading Transactions from Schwab

gcorth01
gcorth01 Member ✭✭
edited October 2024 in Errors and Troubleshooting (Windows)

One of my holdings is Atlantic Union Bank preferred stock (ticker symbol AUB/PRA). When I download transactions from Schwab, Quicken insists this holding is AT&T (ticker symbol T). The only similarity I can see is that Atlantic Union's first letters are AT. How can I fix this? Quicken is determined that my holding is X shares of AT&T stock, which I do not own.

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Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @gcorth01,

    First, I suggest creating a test file to see if the same issue occurs. You can create a test file by navigating to File > New > Start from Scratch. It is recommended to save a backup before proceeding. I also suggest deactivating Schwab in your main account before proceeding to the test file.

    Let me know how it goes!

    -Quicken Jasmine

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