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Re: Schwab ETF splits causing Quicken Portfolio Discrepancies
And, of course, Quicken's quote provider also downloaded post-split share prices back to 10/7, causing a drop in your net worth that doesn't actually exist.1 -
Re: Schwab Withdrawal categorized as New Security
If you can't edit the transaction that's been recorded in the Transaction List then the immediate fix is to delete the transaction, enter your own manual transaction, and then manually &quo…1 -
Re: Is there a way to download the HSA Invest account from HSA Bank?
@DashQuark I don't think HSA Bank has done a good job, at all, in explaining how this program works or will work. So you now have a separate "HSA Invest" account? HSA Bank is owned by …2 -
Schwab date downloading problems are also present in bank Accounts
You may or may not have noticed that recently Schwab transactions in Investment Accounts are being downloaded with a transaction date that’s one day earlier than it should be. https://community.quick…1 -
Merged: Citi CC Reauthorize process: Seems to work at Citi's end but not at Quicken's
This discussion has been merged.3