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Re: Why doesn't my new Charles Schwab accounts download any action when I run one step Update?
I assume it was a TD Ameritrade account that moved to Schwab? If so it's because of the migration to Schwab. The dividends earned prior and being paid now are going to TDA first and then transfe…1 -
Re: Can I subdivide a bank account into categories such as "Save for Car", "Utilities" etc
Not exactly. I suggest you look into setting up Savings Goals as I believe it will accomplish what you want. Check out Quicken help on the subject1 -
Re: Problem importing accounts
If I may ask, why do you start a new file each year? My Quicken file goes back to the 90's. Seems like you are just creating more work for yourself.1 -
Re: Why doesn't my new Charles Schwab accounts download any action when I run one step Update?
As I expected, today I received my first dividend where the record date was after the transfer date. The dividend was processed normally as a dividend and with the correct symbol and security name. I…1 -
Re: TD Ameritrade / Schwab dividend transactions incorrectly show up as Deposits vs Divs?
I did an analysis of my stocks in the migrated accounts (I have 2), and from what I can see my last dividend to be paid that would have to be transfered from TD is due on 9/29. The first that will be…2
