![]() Like so many users here, I would seriously consider leaving quicken except there, in my looking, is no real equivalent with this much granularity of data (to analyze my own finances) and I have over 20 years of data in this file, so I don't really want to lose it all.Īny idea how / where to get more attention to the data quality / mapping? I made a new discussion about this but I don't think anyone at Quicken monitors those. Honestly, I'm thinking manually entering it all would be easier than hoping there's not some hidden error So now I have to go in to EVERY account for EVERY MF that pays a dividend, delete the extra and manually fix the transaction to correctly show LT and ST gains being reinvested. I don't think the Schwab feed is wrong, I think something went haywire during the accept all / new transactions initial fiasco.īut my main example and issue that seems to be getting NO traction at Quicken is I found out that for reinvested dividends / CG for mutual funds, where it used to create a line item with the action "ReinvLg", "ReinvSh", or "ReinvDiv", it now creates TWO line items, one of which is a "ReinvInt" which is blank (no dollars, no shares) and another line which is BOUGHT, which impacts my cash balance, making it incorrect. ![]() a number of transactions are flat oout missing. ![]() ![]() They either did zero testing or the worst possible job in this rollout.Įvery time I download via one step update, I get a 5 page list of "mismatched" securities, where Schwab supposedly shows zero shares and quicken has the correct shares. Now I could be wrong, but heres the scenario: I download my transactions from my bank (it shouldnt. I can download daily now, but once I (after many many days) got the login to work and HOURS of deleting / accepting / reviewing duplicated transactions, the data mapping itself seems to be trash.
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