Best Of
-
Re: Tax Related Expenses
Hello @Paddy, Thank you for reaching out! To answer your question, you should be able to select "Spending without taxes" from the dropdown on the Spending tab. I hope this helps!1 -
Re: Portfolio X-Ray not recognizing ETF stock funds
"It seems unlikely that Morningstar removed the functionality for ETF’s, but left it in for mutual funds." I just added a mutual fund to test this. Fred is right, the X-Ray feature still wo…1 -
Re: Anyone else getting OL-221-A or OL-221-B when updating accounts online?
Hello All, If you are encountering this issue with US Bank, it is a known issue which our teams are working to resolve. To contribute to the investigation, please navigate to Help>Report a Problem…2 -
Re: Invoice glitch
I have SAME problem, which I first noticed the first week of December 2025. Customer Service said that they were aware of the problem using Windows (I use Windows 11). They said they're working …1 -
Re: US Bank - Error OL-221-A and OL-221-B
Also having this trouble. Error code OL-221-A (and B). Also, tried to update my accounts where they will automatically download from USBank (thought that might fix the problem). Quicken doesn't …1 -
Re: Phantom transaction preventing me from fixing will-not-download problem.
Wouldn't you know it. Within a day or two of my last post, the affected account — Discover card — changed the way they did authentication. And I just couldn't authenticate the new way with …1 -
Re: Venmo - CC-502 (QWIN)
I am having the same problem connecting to VENMO. Error cc-5021 -
Re: Fidelity/Discover Requiring Reauthorization
Here today to report that my Discover Bank accounts are all "reauthorized" on the Discover side, but Quicken repeatedly returns "Sorry, the sign in failed due to a time out or a connec…1 -
Re: Fidelity Transactions NOT downloading
Thank you Alyssa. I contacted them and the gentleman I talked with - for a very long time - was extremely helpful. He finally determined that my file had become corrupted and guided me through copyin…1 -
Re: Memorized Payees
Thank you very much for the info. I will probably get my IT guy to help me do this , and then get back to you.1
