Enter transaction when buying stock shows wrong list of securities
D67
Quicken Windows Subscription Member
Hello,
Long-time user of Quicken, first time caller. Currently using Quicken Deluxe R22.29 (Canada).
I'm trying to add a transaction into an investment account - buying a stock. It's a stock that I bought before and entered into that same account before. I can't enter it today because that stock - and all the others in this same account - is missing from the drop-down list. It's like Quicken loaded the securities from a different account of mine.
Any tips? Thanks in advance.
Long-time user of Quicken, first time caller. Currently using Quicken Deluxe R22.29 (Canada).
I'm trying to add a transaction into an investment account - buying a stock. It's a stock that I bought before and entered into that same account before. I can't enter it today because that stock - and all the others in this same account - is missing from the drop-down list. It's like Quicken loaded the securities from a different account of mine.
Any tips? Thanks in advance.
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Comments
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See if the security is "hidden". Ctrl+Y to see the list. Note the list shown in the buy dialog isn't restricted to the one you have in that account.Using Quicken Subscription Premier (and have a copy of Starter to test things on)1
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First I would look in the ... Tools --> Security List -to see if it is listed, and also that it is NOT checkmarked as "hidden" -You can also checkmark the "show hidden" on the pull-down list....
Lastly - what "action" did you slect - BoughtX - ?1 -
The Securities list is universal, across ALL of your Q investment accounts. Unless you go to a WHOLE lot of finagling (or use "Single Mutual Fund" accounts), every security in the list can be bought in any investment account.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP1 -
... every security in the list can be bought in any investment account.
Except for those designated with Security Type = Market Index (which I would not consider to be a WHOLE lot of finagling).
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By "finagling", I was referring to those instances, which we've seen here, where "WFC - Joe's IRA", and "WFC - Ellen's IRA" are set up ... instead of simply setting up WFC and buying it in both accounts.And even then, since the list is universal, "WFC - Joe's IRA" can still be bought in Ellen's account.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
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