Looking for Keyboard shortcut to open brokerage transaction editor

richarddevenezia

Is there a keyboard shortcut for entering the pop-up editor for a brokerage transaction ?  

I have to edit a lot of brokerage transactions, and all the ways to open the editor require the mouse or multiple keys

double click, or
select row and click edit button, or
right click row and select edit option, or
menu Edit / Transactions / Edit Transactions, or
Alt E, plain T, plain D twice

Things are already slow enough when the edit is Done, and don't want to mouse around.

My banking register is 'live editing' for whatever cell I cursor to.  Not sure why brokerage register is not the same way.

UKR

I have set a Windows option to underline shortcut and access keys:
In Windows Control Panel / Ease of Access Center select "Make the keyboard easier to use", put a checkmark in "Underline shortcut and access keys". Click Apply, then OK.

With this option enabled, none of the Edit and Delete buttons in an investment transaction register show any underlined characters. So, no keyboard shortcuts to get a selected transaction "into Edit mode".
However, if you tab into individual fields of an existing transaction, you should be able to make changes right there.

May I ask why you have to "edit a lot of brokerage transactions"? Most of my transactions download properly from the brokerage and edits are a rare occurrence.
How many transactions a day are you talking about?
How many transactions total do you have in your investment account register?
How many securities are you tracking in total?
You are aware, of course, that Quicken is not designed for active day traders. It can handle only a limited number of transactions and individual securities before eventually performance will run like molasses on a cold New England winter day.

Rocket J Squirrel

Try CTRL-E.

UKR

I have set a Windows option to underline shortcut and access keys:
In Windows Control Panel / Ease of Access Center select "Make the keyboard easier to use", put a checkmark in "Underline shortcut and access keys". Click Apply, then OK.

With this option enabled, none of the Edit and Delete buttons in an investment transaction register show any underlined characters. So, no keyboard shortcuts to get a selected transaction "into Edit mode".
However, if you tab into individual fields of an existing transaction, you should be able to make changes right there.

May I ask why you have to "edit a lot of brokerage transactions"? Most of my transactions download properly from the brokerage and edits are a rare occurrence.
How many transactions a day are you talking about?
How many transactions total do you have in your investment account register?
How many securities are you tracking in total?
You are aware, of course, that Quicken is not designed for active day traders. It can handle only a limited number of transactions and individual securities before eventually performance will run like molasses on a cold New England winter day.

Rocket J Squirrel

Try CTRL-E.

UKR

Rocket J Squirrel said:

Try CTRL-E.

You're right! How could I have missed that?

Must be getting old. 

Rocket J Squirrel

Don’t beat yourself up, @UKR. CTRL-E is not listed in the online help’s keyboard shortcut page as it should be. I just submitted a bug report about that.

NotACPA

Do pop-up menus have to be enabled for this to work?  Because, while in a brokerage acct, CTRL-E did nothing for me.

Rocket J Squirrel

Pop-up menus enabled? Is that a Quicken thing?

You must have an existing transaction selected. Then CTRL-E will edit it. It won't create a new transaction from the bottom empty line.

UKR

The existing transaction you wish to edit must have been selected (highlighted) already. This does not work for the new transaction line.

NotACPA

@UKR Thanks, that was it.  But it seems kinda useless to only work to edit previously input transactions and not new ones.

Rocket J Squirrel

CTRL-N opens the transaction editor to create a new investment transaction.

mshiggins

From C. D. Bales:
My investment Transaction List Edit and Delete buttons have no underlined characters either; but I can click CTRL+e and open the Edit dialog for an
investment transaction. Once in the Edit transaction dialog, I can Tab through all its fields. Q2019 R18.15.

Rocket J Squirrel

I submitted a second bug report. The right-click menu in the investment register does not display the keyboard shortcuts as it should. So CTRL-E is completely undocumented.

See, for example, the Tools menu, which properly shows keyboard shortcuts.

Compare with the investment transaction menu, which lacks them.