Schwab Download - Mac software upgrade glitch

RSaw
RSaw Quicken Mac Subscription Member ✭✭
edited April 17 in Errors and Troubleshooting (Mac)

Downloaded Schwab transactions after doing the upgrade this morning. The displayed "total" account values do not reconcile with either Schwab or at the account detail (Quicken) level. This is a new bug introduced from the upgrade. Support need to jump on it and push out the fix "STAT"!

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

    Hello @RSaw,

    Thank you for bringing this to our attention.

    To better understand the issue, could you provide more details on how the total account values are incorrect? Are the discrepancies affecting all Schwab accounts or only specific ones? Do the individual transactions appear correct, or are there any missing, duplicated, or incorrect entries? Are you seeing any error messages during the download process? If possible, could you provide a screenshot of the discrepancy (with any personal information redacted) to help us investigate further?

    Your insights will help us determine the best course of action. Looking forward to your response!

    -Quicken Jasmine

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭
    https://community.quicken.com/discussion/7960802/schwab-download-mac-software-upgrade-glitch

    Just checking in! Are you still experiencing this issue?

    Let me know!

    -Quicken Jasmine

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