soldx transaction changes to sold when saved

Unknown
Unknown Member
edited January 2019 in Investing (Windows)
When I try to manually enter a soldx transaction, it changes to sold when saved.  It won't let me access the down arrow to change the Action.  Seems to be a new problem as I have been able to change them previously.

A second problem is: When I accept downloaded Bought transactions, the Cash amount says N/A. I can't override that either.

Quicken 2015 Premier on Windows 7

Comments

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    edited October 2018
    That N/A indicates that you've got a Placeholder transaction in the account, for that security.  If you don't see such, it would be because you don't have "Show hidden transactions" turned on:  EDIT, Preferences, Investment Transactions and then check "Show hidden transactions".

    re the Sold/SoldX, have you tried clicking the EDIT button on the specific transaction, and making the change there ... rather than trying to change the Action value in the transaction?
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Unknown
    Unknown Member
    edited January 2019
    I do have 2 placeholders that I haven't been able to get rid of yet.  They don't make sense.

    re the Sold/SoldX...yes, I have tried the edit function also.  The dropdown "Enter Transaction" window doesn't include the SoldX option.
  • markus1957
    markus1957 SuperUser, Windows Beta Beta
    edited December 2016

    I do have 2 placeholders that I haven't been able to get rid of yet.  They don't make sense.

    re the Sold/SoldX...yes, I have tried the edit function also.  The dropdown "Enter Transaction" window doesn't include the SoldX option.

    SoldX is an automatically applied action when a different account is selected in the "Record proceeds?" section of the Enter Transactions dialogue.

    Try deleting the placeholders in the Banking Transactions report.
  • Unknown
    Unknown Member
    edited September 2016

    I do have 2 placeholders that I haven't been able to get rid of yet.  They don't make sense.

    re the Sold/SoldX...yes, I have tried the edit function also.  The dropdown "Enter Transaction" window doesn't include the SoldX option.

    Yay...the placeholders trick worked!!!  Thank you!

    The "Record proceeds" section is grayed out and not selectable in the edit transaction screen
  • markus1957
    markus1957 SuperUser, Windows Beta Beta
    edited December 2016

    I do have 2 placeholders that I haven't been able to get rid of yet.  They don't make sense.

    re the Sold/SoldX...yes, I have tried the edit function also.  The dropdown "Enter Transaction" window doesn't include the SoldX option.

    Very strange... So you cannot select the "To:" circle? What type of investment account and security?
  • Unknown
    Unknown Member
    edited September 2016

    I do have 2 placeholders that I haven't been able to get rid of yet.  They don't make sense.

    re the Sold/SoldX...yes, I have tried the edit function also.  The dropdown "Enter Transaction" window doesn't include the SoldX option.

    Correct.  It is a 401(a) account with a single security that was originally set up under the 401(k)/403(b) attributes
  • markus1957
    markus1957 SuperUser, Windows Beta Beta
    edited December 2016

    I do have 2 placeholders that I haven't been able to get rid of yet.  They don't make sense.

    re the Sold/SoldX...yes, I have tried the edit function also.  The dropdown "Enter Transaction" window doesn't include the SoldX option.

    Odd I can select a cash transfer from a sale in my 401k so I'm stumped. Are your non-retirement accounts functioning the same way or just this one?
  • Unknown
    Unknown Member
    edited September 2016

    I do have 2 placeholders that I haven't been able to get rid of yet.  They don't make sense.

    re the Sold/SoldX...yes, I have tried the edit function also.  The dropdown "Enter Transaction" window doesn't include the SoldX option.

    It works fine on other accounts.  I think I figured it out...If I enter the transaction by selecting "Enter Transactions" button under the account name, it works.  I had been entering the transaction manually starting with the default current date at the bottom of the page.  Not sure why the difference.  Thanks!
  • Unknown
    Unknown Member
    edited May 2019
    I have the same problem where my downloaded transactions are SoldX but those manually entered are Sold.  I have about 8 Funds in my 401k and noticed that my Janis Balanced fund allows me to enter manually as SoldX, whereas ALL the other funds disable the Record Proceeds To option.   So I manually enter all my SoldX under the Janis fund.  I then edit the saved transaction in the register to the desired Fund.

    [removed]
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