fbaiv

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About Me

What version of Quicken are you using?	Quicken Windows Subscription

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Jan 31, 2024

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Feb 13, 2024

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• Why are Schwab CDs not handled correctly when downloaded into Quicken Deluxe?

  fbaiv

  January 2024
  I purchase CDs in my retirement and investment accounts in Schwab and Quicken has never handled them correctly — decades of failure. I have to manually fudge the sale each time one matures and I stil…
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