Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
Trouble with entering a "Buy - Shares Bought" transaction in the Investment accounts.
When entering a "Buy - Shares Bought" transaction in the Investment accounts, the "Use Cash for this transaction" box disappears once I enter in the Security Name. This causes the cash balance and securities value to be off. I am trying to do this for the initial securities purchase. This issue does not happen with subsequent securities purchases. I have tried to correct this several ways, but it is impossible to figure out. I have made sure there is sufficient cash reflected in the account prior to the date of the initial securities purchase. I have updated the opening balance on the account, to no avail. Please help!
This discussion has been closed.