Re: Schwab now using new "Express Web Connect Plus" (aka "Express Web Connect+"

From: Jeffrey (lerner...)

On Friday, November 26, 2021 at 9:21:20 AM UTC-6, John Pollard wrote:
> On Friday, November 26, 2021 at 8:24:53 AM UTC-6, Jeffrey wrote:
>
> > You said, "Did you check the "Cleared Status" to be honest I did not. I just made sure that if it said Match the Register matched the Download Transaction. Note: that each of the Matched transactions were from 2019, 2020 and a few from 2021.
> Since my accounts at Schwab were opened in May 2020, I had no matches prior to that opening date. But the problem wasn't the time frame of the Match transactions: it was that accepting the match transactions UNreconciled the transactions they matched.
> > The "New" were from the same time period but as I said before there was no way to Manually Match those transactions. Would have been nice to do.
> > But I did do a Reconcile of the Register after I did the "Accept" and "Delete" of the transactions.
> As I see it, that will be necessary for everyone who accepts Match transactions the first time they download from Schwab using EWC+ ... even it their Schwab account was already totally current (so no legitimate New transactions downloaded), and all existing transactions were reconciled before the download.
> > From what I have seen I was sort of lucky to only have to this with about 223 in my Regular account and about 26 each in my IRA's.
> > I saw people had much more.
> > I am just waiting for some Month end and year of distributions to see if they are download properly.
> > Since I already know when some of the Month and Year End transaction will be hitting my account I will check the Schwab web site before I download any transactions.
>
> > See this Post about Resynching
> > https://community.quicken.com/discussion/7902328/resynching-charles-schwab-accounts-leads-to-17-months-of-transactions-being-downloaded#latest
> > See Chris_QPW last comment about why there are so many downloaded transactions.
> I had already read that discussion; but I have known for a long time that switching to, or from, Express Web Connect usually downloads duplicate transactions ... and why. The problem is solvable, but it would require cooperation between the parties - given the length of time the problem has been happening, it seems that cooperation is not likely to happen. And given the fact that there were downloaded "Match" transactions, it seems unlikely that the typical inconsistencies between Transaction ID's when switching to/from EWC explain the problem - normally, there would be no "matches" after such a switch.
>
> But to my knowledge, Accepting a downloaded Match transaction has never before changed the Cleared Status of the matched transaction from "R" to "c".. The purpose of my most recent previous post was just to alert other users to this potential problem.

Just came across this post
https://community.quicken.com/discussion/7902414/duplicate-transactions-downloading-into-quicken-from-schwab#latest
Did not know or just slip by some how about "Edit Multiple Transactions".
Just an FYI

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Schwab now using new "Express Web Connect Plus"...... by Andrew on Nov 19th 2021, 16:28
Re: Schwab now using new "Express Web Connect P...... by Jeffrey on Nov 20th 2021, 13:57
Re: Schwab now using new "Express Web Connect P...... by Andrew on Nov 21st 2021, 00:50
Re: Schwab now using new "Express Web Connect P...... by Jeffrey on Nov 21st 2021, 02:00
Re: Schwab now using new "Express Web Connect P...... by Jeffrey on Nov 21st 2021, 12:02
Re: Schwab now using new "Express Web Connect P...... by John Pollard on Nov 21st 2021, 21:09
Re: Schwab now using new "Express Web Connect P...... by Jeffrey on Nov 21st 2021, 21:23
Re: Schwab now using new "Express Web Connect P...... by John Pollard on Nov 22nd 2021, 03:13
Re: Schwab now using new "Express Web Connect P...... by Jeffrey on Nov 22nd 2021, 08:58
Re: Schwab now using new "Express Web Connect P...... by John Pollard on Nov 26th 2021, 01:57
Re: Schwab now using new "Express Web Connect P...... by Jeffrey on Nov 26th 2021, 14:24
Re: Schwab now using new "Express Web Connect P...... by John Pollard on Nov 26th 2021, 15:21