Is there any way to add to the drop down list when you enter transactions in your investments?

Some of my accounts do not have all the transactions I need in drop down box. Others do. I need to add some that exist in other accounts.

Best Answer


  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    Can you give an example of what's missing or a screen shot?  If it is setup as a Single Mutual Fund then choices are limited.

    I'm staying on Quicken 2013 Premier for Windows.

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Also if you enter the transactions using the Enter Transactions button rather than directly in the Transaction list (register) you will see more options.

    And IRA accounts do not have as many options as normal brokerage accounts.
    QWin Premier subscription
  • ajohnson0756
    ajohnson0756 Member ✭✭
    What happens if you change from single mutual fund or IRA even if that is what they are? Any negatives to your data or records? Thanks to both of you responding so quickly.
  • ajohnson0756
    ajohnson0756 Member ✭✭
    Thanks to both of you. Getting rid of the single mutual fund showed more choices in the drop down box.
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Add'l info re: that SMF account.  It can only hold the original single fund EVER.  If you sell all of that fund and buy another fund, you'll have to create a new SMF account.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • ajohnson0756
    ajohnson0756 Member ✭✭
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