Re: Another One Step Update Error - TD Ameritrade (Schwab)

On Wed, 06 Sep 2023 07:21:31 -0700, Ken Blake <[email protected]>
wrote:

>On Tue, 05 Sep 2023 14:29:52 -0700, Ken Blake <[email protected]>
>wrote:
>
>>On Tue, 5 Sep 2023 13:08:00 -0700 (PDT), John Pollard
>><[email protected]> wrote:
>>
>>>On Tuesday, September 5, 2023 at 2:55:47?PM UTC-5, John Pollard wrote:
>>>
>>>> It's not "instead of": it's a question of timing. 
>>>> Transfer the holdings to the new Quicken accounts 
>>>> before you do the first download to the new Quicken 
>>>> accounts - that download will happen at the conclusion 
>>>> of the Add Account process. 
>>>> 
>>>> If you transfer your holdings in Quicken, before you 
>>>> activate the new Schwab accounts, it will likely be 
>>>> easier to deal with the transactions that Schwab is 
>>>> going to download during the Add Account process.
>>>
>>>You might want to do a trial-run in a New (test) Quicken file.
>>>
>>>Manually create one Quicken account for each Schwab account. 
>>>Initiate the Add Account process for Schwab, 
>>>making sure each downloaded Schwab account is Linked to 
>>>the correct existing Quicken account.
>>>
>>>At the conclusion of that process, take note of the transactions 
>>>Schwab downloads. Some (perhaps all) of those transactions 
>>>will represent the transfer of your holdings from your previous 
>>>brokerage to Schwab. 
>>>
>>>You will not want those transactions when you do the 
>>>download to your regular file. Instead you will want the 
>>>transactions that Quicken will create when you use the 
>>>Quicken "Transfer shares between accounts" pseudo-transaction.
>>>
>>>Doing the test run should give you a good idea what to expect when 
>>>you do the Add Account for real. 
>>>
>>>You should be able to see just 
>>>which Schwab transactions you will want to delete when you do 
>>>the Add Account process in your regular file -
>>>because your Quicken "Shares transferred between accounts" 
>>>pseudo-transaction will transfer your holdings 
>>>more accurately/completely than the transactions 
>>>Schwab will download.
>>
>>
>>Thanks very much for this and your other two messages I just read. No
>>time now, but I'll follow your suggestions tomorrow.
>
>Now I can't do an OSU at all.
>
>I thought I would do an OSU before doing anything. I tried. It
>completed one CC account then froze as it was trying to do the others.
>
>I used Task Manager to end task and restarted Quicken, I asked whether
>it should install the update it had downloaded. I said yes and it did.
>Then I tried an OSU again. It froze again.
>
>I tried deactivating  a TD Ameritrade account. It froze on that too.
>
>I opened the backup file it made before installing the update and
>tried again. It froze again.
>
>I rebooted and tried an OSU again. It froze again.
>
>I tried doing a backup. It resulted in the message "File not backed
>up."

For a reason unrelated to the TD Ameritrade/Schwab problem, I just
tried adding a new account I just opened. It froze doing that too.

Thinking that perhaps nothing at all was working in Quicken, I just
tried manually adding a transaction in an unrelated account.
Fortunately that worked.