Best Of
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Re: When will there be a fix for the CC-506 error when downloading transactions from Schwab?
the reality is that resetting is a daily chore, this has been going on for way too long1 -
Re: When will there be a fix for the CC-506 error when downloading transactions from Schwab?
It is Nov 1, 2025 … One Step Updates are throwing repeated CC-506 errors on five of our Schwab accounts. Only one account is updating normally. I reported the problem to Quicken with all the .txt fil…1 -
Re: I am trying to connect my merrill lynch 401K with Quicken
@Quicken Alyssa I have submitted a problem report on the above dialog problem titled: "Merrill Lynch 401K in simple mode dialog, overlapping controls"1 -
Re: Can't reset account, no downloaded transactions to accept
Thank you Francisco, although this did not help resolve the issue directly, it gave me an idea on what to do. Your method did show me that for the account in question, in the online center there are …1 -
Re: Adding or Editing Quicken Business Categories
Hello! I actually just figured it out myself, but want to post it here becasue Quicken Support couldn't help me. If you create a category and assign the correct business tax line, it will classi…1 -
Re: Investing Tab Portfolio View Not Displaying Dividends For Mutual Funds
The Dividend column in the Portfolio views shows Dividend/Share data downloaded from Quicken's quote provider, not based on your holdings. For some reason the data is only provided for stocks an…1 -
Re: Investing Tab Portfolio View Not Displaying Dividends For Mutual Funds
If I have all this right: Dividend Yield - Downloaded. Annual Value. % of 'recent' market value. Also shows in the "Quote" data of the Security Detail View (Div Yield) but may sho…1 -
Re: Quicken Classic: "Invalid Quicken ID or password" Error Message when Logging In
Thanks for your quick reply, Kristina. The password problem seems to have resolved itself. (I'm speculating that it took some non-zero time for my password to take effect.) And, after several Fi…1 -
Re: How did my data become corrupt?
Good to know that I am not alone. I am guessing that what would be rare is a change in something other than the opening balance. I am going to record all my opening balances. I was lucky that I could…1 -
Re: How did my data become corrupt?
Quicken sometimes changes the opening balance when you reset or reconnect an account. I think it is trying to force the account's current balance to match the downloaded Online Balance. This may…1


