Known Issues

Discussion List

• 
  How do I correct a placeholder when none are showing for an account?

  Answered ✓ Closed Hitman77 274 views 8 comments 0 points Most recent by Hitman77 January 2021Errors and Troubleshooting (Windows)
• 
  Exceeding maximum number of datasets and client side error 404

  Answered ✓ Closed BobN 449 views 8 comments 0 points Most recent by BobN December 2020Errors and Troubleshooting (Windows)
• 
  Investment accounts always go out of balance

  skeleton567 17 views 0 comments 0 points Most recent by skeleton567 December 2020Investing (Windows)
• 
  Exported QXF file from MAC imported it on Windows and all transactions are 100X larger

  Answered Closed g.cerqueira 121 views 11 comments 0 points Most recent by Chris_QPW December 2020File Conversion and Backup (Windows)
• 
  After running One Step Update, I lose my Credit Card account.

  Answered ✓ Closed grobinson9 117 views 4 comments 1 point Most recent by RTQ November 2020Errors and Troubleshooting (Windows)
• 
  Merged: Fidelity NetBenefits balances after OSU

  twarrell 1 view 0 comments 0 points Most recent by twarrell November 2020Errors and Troubleshooting (Windows)
• 
  Prompted to "Add Account" and enter creditentials for closed accounts during update

  Answered Closed DavidW 368 views 5 comments 2 points Most recent by mariap October 2020Errors and Troubleshooting (Windows)