Moneydance download for Charles Schwab

bencovert2005's Avatar


21 Nov, 2020 01:40 PM

Support Team,

I am using Moneydance version 20201.1 (1928) on my mac. Recently I lost the capability to download transactions from my investment bank of Charles Schwab. According to the Charles Schwab technical support team, as of October 16th, they modified their policy so that only three banks can communicate with them (Turbo Tax, H&R Block, and Quicken).
1) Is it possible for you to reactive your relationship with Charles Schwab so that Moneydance can download transactions?
2) If not, can you help me import transaction manually. It appears that the import function cannot be used due to the fact that the fields do not correspond. For example, there is no "Action" field when I try to import (screenshot attached). Thanks for your help.


  1. bencovert2005 closed this discussion on 21 Nov, 2020 01:45 PM.

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