Why doesn’t the name stay populated when entering a series of transactions for the same security?

Dwight Franke

I enter Thrift Savings Plan (TPS) transactions quarterly after receiving my statement. In the past the security name would stay populated in the “Enter Transactions” “Security Name” box. This past quarter I had to enter the security name for every single transaction.

Sherlock

Someone decided maintaining the previous security was a bug.  If you haven’t already, you may want to review: https://community.quicken.com/discussion/7796711/entering-transactions-no-longer-retain-security-name-in-v1018-r12-15

Dwight Franke

Sherlock - Thank you for the information, but the "Bug" was a much better way. Typing the security name does not always self-populate the field so I have to use the drop-down menu.

Sherlock

Dwight Franke said:

Sherlock - Thank you for the information, but the "Bug" was a much better way. Typing the security name does not always self-populate the field so I have to use the drop-down menu.

I agree.

Jim_Harman

Btw you can enter the ticker symbol for the security of that is more convenient.