BK ✭✭✭✭

  • Re: Problem adding Schwab accounts

    Try using a new test file and see if you can add your Schwab account there - if you haven't done that already. On the password w/special chars, @Chris_QPW wrote an interesting workaround today h…
  • Re: Problem adding Schwab accounts

    @"Richard Troy" ,Long shot but this this could possibly be as simple as enabling 3rd party access on the Schwab side. You can find the details I wrote yesterday in this post. Please let us …
  • Re: Problem adding Schwab accounts

    You are very welcome @"Richard Troy" Correct, by test file I do mean a new Quicken file for troubleshooting purposes only with just this one Schwab account in it. The idea is not to integra…
  • Re: Cloud Sync Problem [Edited]

    @EWzar, * Yes, it does require multiple Q programs installed. Do review Quicken's licensing terms to ensure compliance. You either need to use another computer, or a second bootable drive/partit…
  • Re: Cloud Sync Problem [Edited]

    My approach to patch updates with anything (OS, programs, apps, firmware, driver, etc.) is if it ain't broke, don't fix it. Does it offer a new feature that you want? Then take your time a…