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How can I get Quicken to let me complete a sale of an existing mutual fund?

budi

I have an existing mutual fund. When I click on the fund in the account list, then in that mutual fund I click on 'enter transaction', then click on 'sell' When I complete the spaces all is fine until I get to the 'security name' window. The name of the security does no show up on the list. if I type it in completely it wants to set up a new account. I have been able to complete sells from this account in 2017 and 2018.
How can I resolve this issue?

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Accepted answers

budi

I have been able to complete the transaction, it appears that closing out of Quicken and logging back in a second time solved the problem. Thanks for your assistance

All comments

Jim_Harman

Look for the fund in Tools > Security list. Perhaps the fund is hidden.

budi

I did and it was so I unchecked the hide box, attempted to enter the transaction and it still didn't show on the security name list. I closed quicken completely and signed in again, attempted the transaction again and it still doesn't show in the security name list.
Next?

q_lurker

What is the Security Type for the mutual fund security in Quicken? If it is “Market Index”, change it. Did you change it recently?

budi

It is a mixed asset mutual fund. There is nothing that says market index. Nothing has been changed since I opened the account and I have been able to enter the sell in prior years. all of the details are the same as others that I was able to enter the transaction

Quicken_Tyka

Hello @budi

Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.

If you are still needing assistance with creating this sale of mutual fund in Quicken and haven't done so already, please take a moment to review the steps available here.

Please let us know how it goes!
Thank you,

-Quicken Tyka

Jim_Harman

If you click on Holdings for the account, does the fund show up as expected?

budi

I have been able to complete the transaction, it appears that closing out of Quicken and logging back in a second time solved the problem. Thanks for your assistance