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Quicken Classic for Windows
Investing (Windows)
When recording "Reinvested dividends" there is no default stock
Dave22
In previous versions of Quicken, you'd record a reinvested dividend - enter the date, pick the stock from the drop-down, enter the amounts etc. You'd hit Enter/New button at the bottom and the dialog box would clear, but would keep the selected transaction type, date and stock. With the new version, the transaction type is kept, as well as the date, but the stock is cleared.
When recording from a quarterly statement, it would be MUCH easier if the previously selected stock remains with the ability to change the selection.
This was a change from Quicken 2017 behavior.
How do we re-implement the old behavior?
Thanks,
David
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Accepted answers
Sherlock
If you would like the Quicken 2017 behavior, I suggest you use Quicken 2017.
Here's my recollection of what happened: For a very long time, Quicken would provide the last security when we selected
Enter/New
. A few years ago, a change was introduced to
improve
the algorithm used to select the security from the pull-down menu. As implemented, after we selected
Enter/New
, the security pull-down menu remained filtered. This meant, to select a different security, users needed to use their keyboard to reset the menu (for example, enter a backspace). This apparently upset enough users to motivate Quicken to reset the pull-down menu for all of us.
Jim_Harman
I would also prefer that after an Enter/New it kept the same security selected, but it all depends on what you are doing at the time.
Current behavior in QWin as noted above is it blanks the Security entry and you have to select from the dropdown or type the security name. Starting to type activates a progressive "contains" type search that includes the ticker so if you are looking for Vanguard Prime Money Market Fund (VMMXX) you can type "vm" or "pri"
All comments
Sherlock
If you would like the Quicken 2017 behavior, I suggest you use Quicken 2017.
Here's my recollection of what happened: For a very long time, Quicken would provide the last security when we selected
Enter/New
. A few years ago, a change was introduced to
improve
the algorithm used to select the security from the pull-down menu. As implemented, after we selected
Enter/New
, the security pull-down menu remained filtered. This meant, to select a different security, users needed to use their keyboard to reset the menu (for example, enter a backspace). This apparently upset enough users to motivate Quicken to reset the pull-down menu for all of us.
Dave22
Interesting - I'd never noticed that the list became filtered. I still have Q 2016 on my laptop and the filtering behavior is there too. It appears, however, to still work that same way in the current version (Quicken Premier 2019).
I appreciate your answering my query; if you don't mind, I'm not marking it as THE answer
yet
so the thread doesn't get closed just yet.
Thanks
Jim_Harman
I would also prefer that after an Enter/New it kept the same security selected, but it all depends on what you are doing at the time.
Current behavior in QWin as noted above is it blanks the Security entry and you have to select from the dropdown or type the security name. Starting to type activates a progressive "contains" type search that includes the ticker so if you are looking for Vanguard Prime Money Market Fund (VMMXX) you can type "vm" or "pri"
Dave22
Thank you.
I've been using QW since 1994 and I never realized what a wealth of information is available here. Now I learned that it's a "contains" type search.
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