Download Investment Transactions

James Hilgenkamp's Avatar

James Hilgenkamp

18 Jan, 2021 06:01 PM

I am not able to download transactions from Charles Schwab. Was able to in October of 2020. I have Version 2021 (2006).

  1. 1 Posted by Stuart Beesley ... on 18 Jan, 2021 06:28 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    Try build 3034.. BUT search these forums first. There have been loads of issues with downloads since .2006 and you may have to reset /adjust your profiles.. NOTE: Another user is having issues with Schwab downloading all txns..

    (Not support, just a fellow user)

  2. 2 Posted by James on 20 Jan, 2021 01:59 PM

    James's Avatar

    Thanks for the info Stuart. I followed the following advice and problem solved.

    Upgrading to the latest free preview version should fix the connection problem with Schwab.

    Moneydance 2021 (2010) is now available to download from this page.

    For a full list of improvements in the preview version, please refer to this page.

    Specifically, the (end-to-end encrypted) tunneling for OFX exchanges with certain banks (like Schwab) has been enabled within this version.

    Please let us know if you have further questions or need more assistance.

  3. Melissa closed this discussion on 03 Feb, 2021 04:45 PM.

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