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Custom security not appearing?

ctabka

I am trying to add custom securities to the quicken list, but they do not appear when I try to add transactions that use them.

Image: https://us.v-cdn.net/6031128/uploads/editor/lm/nzjybv2l9lux.png

The security shows does not show up when I try to add a transaction that uses it.

Image: https://us.v-cdn.net/6031128/uploads/editor/c3/e4rc8rduuc6o.png

Expected: The security be listed when I search for it.

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Comments

NotACPA

Cash isn't an eligible type for investment transactions. A Money Market fund (if that's what this is) should be listed as a Mutual Fund.

And Cash held in an investment account shouldn't have a security name or symbol

q_lurker

You can create a security type Cash if you wish to. (I did in QW2017).
You can transact on a security with type = Cash and asset class = cash. (You cannot transact on a security with the type of Market Index.)
There is (I believe by default) a standard off-the-shelf security type of Money Market. One does not have to use a mutual fund type for a MM fund.

@ctabka : I am more suspicious that you already have some other security with that ticker id -- CS. Quicken will not create a new security that has the same name or ticker as an existing security.

ctabka

Now none of the securities want to show up in my securities list. Not sure if I toggled something that turned it off.

ctabka

Fixed.

It was mismatched currency. Though I'm not sure why my other USD securities showed up in a CAD account.