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Quicken Classic for Windows
Investing (Windows)
Where is "Investing Activities"?
MintUserNew
Where is "Investing Activities" to add Scheduled Investment transaction
I want to add a scheduled investment transaction. I invest with Worthy Bonds and get interest every three days and would like it added automatically.
I've seen many old posts about creating a Scheduled Transaction Group. Many say to "Click 'Investing' in the menu at the top of the main Quicken window. Click 'Investing Activities'"
However, I can't find "Investing Activities". Can someone point me to where it is?
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Accepted answers
Rocket J Squirrel
I can't find "Investing Activities", either. I don't think such a thing exists under that name.
You can add an Income Reminder to your scheduled transaction list (Ctrl-J). But you won't find "every three days" as an option.
Or you can memorize an existing interest transaction and manually re-use it every 3 days.
Sherlock
First, memorize the investment transaction you want to schedule:
Open the investment account
Right-click on the transaction
Select
Memorize investment transaction
Select
OK
Next, add the transaction to a schedule transaction group:
Press
Ctrl + J
Select
Add > Schedule Transaction Group
Select the investment account in that
Account:
pull-down menu
Under
Choose transaction
, choose
Investment
Check the desired transaction(s)
Select
Save
All comments
Rocket J Squirrel
I can't find "Investing Activities", either. I don't think such a thing exists under that name.
You can add an Income Reminder to your scheduled transaction list (Ctrl-J). But you won't find "every three days" as an option.
Or you can memorize an existing interest transaction and manually re-use it every 3 days.
Sherlock
First, memorize the investment transaction you want to schedule:
Open the investment account
Right-click on the transaction
Select
Memorize investment transaction
Select
OK
Next, add the transaction to a schedule transaction group:
Press
Ctrl + J
Select
Add > Schedule Transaction Group
Select the investment account in that
Account:
pull-down menu
Under
Choose transaction
, choose
Investment
Check the desired transaction(s)
Select
Save
MintUserNew
Thank you both for the tips. It seems either method will work.
I didn't realize Income Reminders could be set for investments.
And on the Scheduled Transaction Group, the Investment was grayed out....until I followed what you said and chose that investment account and it wasn't gray anymore.
As noted, it doesn't have every three days. So I'll setup maybe once weekly, and have it twice, and then manually adjust the date.
Appreciate the help.
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