Best Of
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Re: Why can't I download updates?
P.S. If this release was more important, I would have said to wait for them to put out the manual patch install and use that. As of now they haven't put out R64.35 as a manual patch install, and…1 -
Re: Why can't I download updates?
I am having the same problem with the notice in OSU that Version R64.35 is available and ready to install. Except this notice is different then previous notices, in that it has no details of the patc…1 -
ONGOING! 11/8/25 Charles Schwab Bank - Web Connect bid Discontinued
We have become aware that Charles Schwab has shut down the Retirement Services (DC) Direct Connect server. Because that host is gone, One Step Update now fails with OL-293/OL-292 error for those reti…1 -
Re: Urgent: Escalation re: Unresolved 30+ Day Fidelity Failure (Customer Logs Already Provided)
Please think about your loyal customers. If you are just keeping us hanging while you squeeze all the revenue out of dying company, just tell us. Otherwise fix the problem with Fidelity. I can keep u…1 -
Re: Morningstar x-ray nine-box display
Hello @GW, When did this issue begin? Are you receiving any error codes or messages? Let me know!1 -
Re: Latest Update [Version 6.5.1 (Build 605.42638.100)] has messed up my data -- HELP!!!
NO ! ... This has happened before and from what I have been seeing is that their solution is to do what I have been doing by going through each acct and manually fixing it. Going thru 15+ accounts is…1 -
Re: Latest Update [Version 6.5.1 (Build 605.42638.100)] has messed up my data -- HELP!!!
Hello @FrankMcNeal. Did you resolve this issue? I am having the same problem. What ended up working for you please?1 -
Re: Anomalous Behavior of Spending by Category Report
The main issue in this discussion is that in the Spending by Category report shown in the first screenshot, the Auto and Insurance Categories have subcats, but the subcats are not indented the way th…1 -
Re: Editing a Transaction causes it to be duplicated and overrides the next transaction
I have had the same problem for months. I can usually resolve it by doing a One Step Update for just that account. That work around still requires multiple updates at times in my bank account, becaus…1 -
Re: Fidelity Reauthorization Fails on One Account of Many
Thanks to both of you! I didn't have the cash account linkage issue mentioned by leishirsute. Glad I didn't have to go down that rabbit hole as I've been a Quicken/Fidelity customer fo…1
