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?

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:

1. Open the investment account
2. Right-click on the transaction
3. Select Memorize investment transaction
4. Select OK

Next, add the transaction to a schedule transaction group:

1. Press Ctrl + J
2. Select Add > Schedule Transaction Group
3. Select the investment account in that Account: pull-down menu
4. Under Choose transaction, choose Investment
5. Check the desired transaction(s)
6. Select Save

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:

1. Open the investment account
2. Right-click on the transaction
3. Select Memorize investment transaction
4. Select OK

Next, add the transaction to a schedule transaction group:

1. Press Ctrl + J
2. Select Add > Schedule Transaction Group
3. Select the investment account in that Account: pull-down menu
4. Under Choose transaction, choose Investment
5. Check the desired transaction(s)
6. 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.