-
Re: Charles Schwab Bank Transactions Downloading with $0 values
issue was downloaded $0 balance on transactions. as of post date/time: used "edit account …" > online services > reset account made sure not to add but link existing account. fixed th…1 -
"fidelity rewards credit card" -- unable to connect or add account.
download worked fine until about mid September 2023 when I started getting error messages and was unable to update account. deactivated account. upon reactivation, quicken cannot connect to "fid…1 -
Re: Schwab Download: Return of Capital vs. LT Capital Gain
@artg It is amazing that these issues are still happening. (I am using R37.62). "recognized" was referring to a statement from support that the issue was acknowledged. Given the transition …1 -
Re: Schwab Download: Return of Capital vs. LT Capital Gain
There remains problems with Download and is recognized by quicken as of 12/13/21. ETF affected. downloaded as RoC but was really LTCG or STCG. Had to manually change from RoC to appropriate CG. As pe…1 -
Re: Schwab Download: Return of Capital vs. LT Capital Gain
Me too. ETF affected. downloaded as RoC but was really LTCG or STCG. Had to manually change from RoC to appropriate CG. As per earlier observation, this is going to be a pain given all the year end d…1
