Multiple transactions for single security

Jacob Pankowski

Hello. In previous versions of QWin (Quicken 2017 Premier), the Security Name field in a transaction template remained populated with the Security Name after a transaction was entered so that it was easy to enter multiple transactions of a single security. For example, if I entered a sale of shares of company XYZ, when I entered that transaction, a new template would appear with the Security Name populated with company XYZ. Now, under the latest version of QWin Premier (Subscription), upon entering the first transaction for XYZ, the new template appears but the Security Name is blank. Can others confirm the same behavior? Is there any switch in Settings that will keep the Security name populated? Thanks.

Sherlock

The short answer is, there is no option to change the current behavior.

Basically, what happened was Quicken improved the security matching to include the ticker symbol and a string match with a restricted dynamic pull-down menu. This meant that after Enter/New, the security pull-down menu was restricted to the last match.  Many of us recognized that to select a new security all we needed to do was hit a backspace or type any part of the desired security.  However, those that were wedded to using the mouse complained and Quicken changed the behavior to clear the security for the mouse users.