Best Of
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Re: OSU Issues/Error CC-501
I had no timing issues with my end of month download this morning at 7:53am EST. The download took less than 2 minutes. Includes non Fidelity (15) accounts However, my Fidelity CMA and Brokerages MM …1 -
Re: Fidelity Updates Still Broken after Update
Same CC-501 error this morning on Fidelity accounts. Sent a problem report to Quicken.1 -
Re: Fidelity Updates Still Broken after Update
Updated Fidelity again manually outside of OSU and it worked this time with transactions from all accounts except my HSA downloading correctly with the following ongoing problems: 1 - Fidelity HSA ac…2 -
Re: OSU Issues/Error CC-501
Same here. Resetting accounts at Fidelity and Schwab does not clear this error using the latest version of Quicken Home and Business for Windows. 11/1/20251 -
Merged: OSU Slow with 501 Error
This discussion has been merged.1 -
Re: Continuing issues with Quicken /Fidelity in reporting shares of Money Market FDRXX and Cash
After months of frustrating issues with Quicken's lack of functionality, I wondering if Quicken will give a partial refund to long-term loyal users or a credit towards future use. It's a le…0 -
Re: Does Quicken Mac actually have Hierarchical tags?
I personally wouldn't find hierarchical tags useful since I primarily use categories for grouping transactions, and only use tags to flag tax-related transactions by tax year. And I'm not s…1 -
Re: Does Quicken Mac actually have Hierarchical tags?
I don't think so, no. If I create the following set of tags in Quicken Mac: House House:Maintenance House:Furnishings House:Utilities and then create transactions for each of the supposed sub-ta…1 -
Re: Does Quicken Mac actually have Hierarchical tags?
I have not seen Tags in a Parent:Sub hierarchy. I don't know what they are referring to other than possible future feature that I haven't seen tested.1 -
Re: Autoreconcile works until it doesn't (Q Mac)
@Quicken Kristina I've only had a Schwab account since they bought Ameritrade and moved it all to Schwab. I believe that was in late 2023 or so. I'm sorry but I cannot remember if it ever a…1

