Schwab duplicated downloaded transactions

James Koski · May 5

quicken continues to duplicate transactions from Charles Schwab. it makes using quicken almost worthless for investing. I have reported this to quicken multiple times and it just continues to happen.

Quicken Jasmine · May 5

Hello @James Koski,

Thanks for reaching out!

To help us get a clearer picture and move things forward, can you share a bit more about what you’re seeing? For example, are the duplicates appearing as exact copies, or do they differ slightly in any fields like memo, date, or amount? Does this happen with all transaction types or only certain ones, like dividends or buys/sells? Have you noticed if the duplicates come in during every update, or only after specific actions like restoring a backup or resetting the account? Also, is this happening across multiple Schwab accounts or just one?

Let me know!

ben421 · May 6

I am also having the same issue. It's occurring with every transaction type (buy, sell, dividend, interest income). It seems like every time simplifi downloads from schwab it just adds another transaction and doesn't merge with an existing transaction. I just went through and deleted 33 copies of a sell transaction.

Quicken Jasmine · May 7

https://community.quicken.com/discussion/comment/20489513#Comment_20489513

Thanks for joining this thread.

Just to clarify, are you experiencing this issue with Simplifi or Quicken Classic?

Let me know!

ben421 · May 7

Hi Jasmine,

Quicken Simplifi

Quicken Jasmine · May 7

https://community.quicken.com/discussion/comment/20489658#Comment_20489658

Thanks for confirming!

It would be better suited for you to contact Simplifi's Community directly with your concerns. Please click here to be redirected to Simplifi's Community.

Thank you!

James Koski · May 9

the transactions are downloaded transactions from Schwab. these are new transactions on that date.

Quicken Kristina · May 9

Thank you for your reply,

So that we can better assist you, please answer all the questions that @Quicken Jasmine asked:

https://community.quicken.com/discussion/comment/20489430#Comment_20489430

If you haven't already done so, I recommend following the troubleshooting steps in this article:

https://www.quicken.com/support/quicken-downloads-transactions-which-are-duplicates-existing-register-entries/

Please let me know how it goes!

rlfisher · June 9

I have been seeing a similar issue for at least a couple of months. Often, buy/sell transactions get duplicated… with slightly different amounts - sometimes dropping out a commission fee that was bogus in the first download. Second download happens as soon as later the same day.

Quicken Kristina · June 13

Hello @rlfisher,

Thank you for letting us know you're seeing a similar issue. Have you done the troubleshooting that I recommended in my earlier post? If you haven't, that's a good place to start when encountering issues with duplicate transactions.

Based on your description of the issue you're seeing, it sounds like the different amounts may be causing Quicken to see these as new transactions. To verify if the information is being sent that way by Schwab, or if something is happening after Quicken receives the information, please navigate to Help>Report a Problem and send a problem report with log files attached. Please make sure to provide at least 3 examples of duplicated transactions that are showing different amounts (Date, Payee, and Amount).

I look forward to your reply!

Quicken Kristina · July 13

Hello @rlfisher,

I have not seen a response from you. Do you still require assistance?

Thank you!

James Koski · July 25

have not had any more issues with duplicate transactions since last time. however this does not occure every often.

Quicken Kristina · July 25

Thank you for the follow-up,

I'm glad to hear that the issue has not reoccurred.

If the issue does come back, please let us know!

leonard kearney · August 19

same issue - duplicate transactions after a SELL transaction at Schwab. The difference is the first one has .01 under commissions, the second has zero.

[Edited - Removed partial account numbers]

Quicken Kristina · August 19

Hello @leonard kearney,

Thank you for letting us know you're seeing duplicate transactions also. Is this the first time these duplicates have downloaded, or are duplicates consistently downloading after every sell transaction? If this has happened more than once, when did you first notice the issue? Is this happening in only one account or multiple accounts?

I look forward to your response!

Schwab duplicated downloaded transactions

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