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

From: John Pollard (8plus7...)

On Friday, November 26, 2021 at 2:24:16 PM UTC-6, Jeffrey wrote:

> 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

Yes, I described the "Edit Multiple Transactions" approach in an earlier post in this discussion - on Nov 21, 2021, 9:13:47 PM (4 days ago).

In order to make the "Edit Multiple [investment] Transactions" approach reasonable, I believe the user will need to insure that all existing investment transactions in the account are reconciled, before Accepting any downloaded transactions.

And, in this specific (Schwab) situation, the user will still have a problem if they accept downloaded Match transactions and those Match transactions UNreconcile the transactions they match.

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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
Re: Schwab now using new "Express Web Connect P...... by Jeffrey on Nov 26th 2021, 20:24