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Re: Come on Quicken and Schwab! Figure this out!
We have nine accounts set up on Schwab. Two accounts are mine, 5 accounts are my wife's, and two are joint accounts. We signed documents with Schwab that allows total access to all accounts rega…1 -
Re: MMP and OKE Merger
https://community.quicken.com/discussion/comment/20389597#Comment_20389597 Ignore/delete the downloads from Schwab and follow my steps outlined above for the shares you own and it will balance. If yo…1 -
Re: MMP and OKE Merger
2nd Transaction showing sell of MMP includes the $2500.1 -
Re: MMP and OKE Merger
https://community.quicken.com/discussion/comment/20387365#Comment_20387365 Sandy, I owned 100 shares of MMP on the merger date and here is how I recorded it in Quicken. This is how Schwab handled the…1 -
Re: Check Pay posting date vs Cleared vs Reconcile
I haven't tried it, but I think if you wait until the check clears, you can change it to whatever date you want.0
