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Yeah, I’ve got Schwab accounts, and they refused to update, despite resetting. The error message says that there’s something wrong with my Citi card, so Schwab won’t update or something.

This happened previously with USAA.

And with the reset of Schwab, I cannot connect to some of the account, but would have to create new accounts.

And in the process, I lost three months data on some accounts.

So after an afternoon trying to salvage things, I talked it over with DW. She hates Quicken. She already downloads statements, and she will just highlight items with tax implications, should we ever profit from itemizing.

And Schwab keeps adequate track of net worth.

I go back to the early Windows years with Quicken, the 1990s I think, so it’s hard to let go of.

So I’ll give it a little time to think about whether there’s any vital need for Quicken. But most likely, this is good riddance day.

Mutwa
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