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Re: Can't treat SWGXX as cash in Schwab brokerage account
Support said to export all my existing accounts as a QXF file and import it into a new data file. Before doing this, I reconciled my accounts. After creating the new data file and importing the QFX, …2 -
Re: Can't treat SWGXX as cash in Schwab brokerage account
From my notes, Quicken changed One-Step-Update's connection methods for Schwab in 2018. It created a huge mess. I spent many hours for months correcting download errors to reconcile the accounts…1 -
Re: fix saved report management - needs modernization
I'd still like to see the changes I listed in May 2025 as well as the others in this thread. When I create a custom report, I search through the Standard Reports to find one that produces the re…1 -
Re: Can't treat SWGXX as cash in Schwab brokerage account
I've had to delete all SWGXX buy and sell downloads for at least 5 years in one of my Schwab accounts. I've reported this issue countless times. I just reported it again and it has ticket 3…1 -
Re: Reconciliation Question
I have my Quicken folder automatically backed up every morning. Your method is easier. As the reconciliation issue is within a month of the previous "good" reconciliation, you can find it b…1
