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Buy-Share's Bought; apply cash balance to purchase disapears when security is selected creating plac

unknown

I want to record shares "Bought" and apply available cash from that same account to the purchase price. "Bought" shares is not reducing the cash balance used within the account when the security/ company name is already entered and selected, a duplicate name is not an option. Apply account's balance option disapears for new purchase of existing security. These are for manual entries of shares bought. Please advise. How do i apply the cash from the account used to buy securities?

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Quicken Harold

Hello Chris, appreciate your question.

Which version of Quicken are you using? Is it for PC or Mac?

Please let us know so that we can best help you.

Respectfully,
~ Quicken Harold.

unknown

Hello Harold, Is this the what you need: year: 2018 version: R9.34 build: 27.1.9.34

unknown

Hello Harold, Is this the what you need: year: 2018 version: R9.34 build: 27.1.9.34

...and it is on a PC

unknown

Hello Chris, appreciate your question.

Which version of Quicken are you using? Is it for PC or Mac?

Please let us know so that we can best help you.

Respectfully,
~ Quicken Harold.

year: 2018 version: R9.34 build: 27.1.9.34 on a PC

Tom Young

I'm having difficulty understanding your issue. Is this for an Investment Account with a linked cash Account?

Matt Davis

I'm having Same issue. I've reentered the transaction many times and wont reduce the cash even though I am choosing Bought and not Boughtx. Quicken. I have no placeholder entries in this Brokerage account

Image httpsd2r1vs3d9006apcloudfrontnets3_images1758189RackMultipart20181022-43144-1ilgwq5-Quicken_Ver_inlinePNG1540252011

Windows & PC

Image httpsd2r1vs3d9006apcloudfrontnets3_images1758188RackMultipart20181022-109147-s1v60g-Quicken_Issue_inlineJPG1540251895

Jim_Harman

The N/A is an almost certain indication that you have at least one Placeholder for the same security and a later date than the transaction with the N/A.

Go to Edit > Preferences > Investment Transactions and make sure that "Show hidden transactions" is checked.

The Placeholders will have an Action of Entry and a gray background even if not selected.

see this FAQ for more info.

[Edit] added link

https://getsatisfaction.com/quickencommunity/topics/quicken-faq-managing-placeholder-entries-in-quic...