How do I create a check within an investment account? (Mac)
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Is there a way to create a check within an investment account? I have a cash account within my investment account (at investment firm), which is where we pay bills and write checks from, but there does not seem to be a way to link a cash management account to an investment account, and Quicken thinks that all I do in an investment account is buy and sell.
If I select "New", my choice is to Buy stock.
Best I've figured out is to duplicate a previously entered check (created "natively" via the account update) and then modify accordingly.
Am I missing something??
If I select "New", my choice is to Buy stock.
Best I've figured out is to duplicate a previously entered check (created "natively" via the account update) and then modify accordingly.
Am I missing something??
0
Comments
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Click in the "Type" field and then click on the arrows next to the word "Buy" and you will see a list of choices. You'll probably want to use "Payment/Deposit" which is the last choice in the list.0
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thank you both! "Type" was not showing as a column, and I never thought that adding it in would provide a selection.
As a user, it would be more intuitive to be able to select what you are doing (buy, sell, payment) within the overall data entry area0
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