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soldx transaction changes to sold when saved

unknown

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

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NotACPA

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?

unknown

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

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

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

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

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

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

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

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.

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