Richard Troy ✭✭✭

You're both right. I went back and deleted the "zero" uncleared transaction entries from 2/23/21 to 9/8/21. I'd lacked the insight to see them as different from the others (which remain as …

Once my Schwab accounts were activated, there was no problem updating them with VPN on. The issue shows up only when "Add Account" is selected.I'll check the community for VPN issues.Thanks…

Woke up this morning with the answer, thanks to the above comment. Problem was with my Norton 360 VPN. Turned it off and all is well. Downloaded Schwab accounts immediately, even with a special char…

Thanks to both for the clarification and direction. Yes, the Test file fails the connection as well, so I'm ready for Quicken Support tomorrow. And, if it exists, I'll address the cost basis issue el…

I received a call from "Jennifer" at USAA two days ago acknowledging Quicken issues and asking if I would be available for a call from USAA's tech support team. She took down the details as…