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Adds security as new during every bought transaction

unknown

I am entering "shares bought" transactions. Even though I already have the security in the security list, Quicken will go through the process of adding it as if it were new. This makes entering every transaction very slow.

I am using Quicken 2017 Home & Business with Windows 10.

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Comments

NotACPA

Elaborate upon how you're recording that "shares bought" transaction. Step by step.

unknown

I click the "enter transaction" button above the register.

I enter the date.

I type the security symbol in the security box.

I click on the shares box and enter the number of shares.

I click on the total box and enter the total transaction cost.

I click on the "enter/done" button.

It then brings up the add new security window with a drop down box matching the symbol to securities.

I select the correct one and it downloads information from Quicken about the security.

unknown

After I do that, the security shows in the security list, but not in the drop down menu in the enter transaction window. I tried closing an reopening Quicken, as well.

NotACPA

I click the "enter transaction" button above the register.

I enter the date.

I type the security symbol in the security box.

I click on the shares box and enter the number of shares.

I click on the total box and enter the total transaction cost.

I click on the "enter/done" button.

It then brings up the add new security window with a drop down box matching the symbol to securities.

I select the correct one and it downloads information from Quicken about the security.

Try using the security Name, instead of the Symbol. The box you're filling in IS labeled "Security Name".

unknown

I click the "enter transaction" button above the register.

I enter the date.

I type the security symbol in the security box.

I click on the shares box and enter the number of shares.

I click on the total box and enter the total transaction cost.

I click on the "enter/done" button.

It then brings up the add new security window with a drop down box matching the symbol to securities.

I select the correct one and it downloads information from Quicken about the security.

That appears to work. What a pain! Thanks for the help, though.