Security Name used to remain for next transaction

DonJames

I have several investment accounts that "sweep" income into a cash account every few days. This leads to many repetative Buy transactions a month into the same account. In the past when reconciling statements at the end of the month when I would enter a transaction, the account name would remain in the Security Name box for the next transaction. Now the Security Name box is cleared for every transaction requiring me to manually enter it every time. Is there a way to change the behavior back to how it used to work?

Sherlock

We may not restore the behavior.

Basically, 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.

Sherlock

We may not restore the behavior.

Basically, 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.

DonJames

<sigh> OK, thanks for the explanation

UKR

Does your broker download these sweep transactions?

Mine has never done that, so I have, years ago, changed my investment account register, sold all sweep MF shares (only in Quicken) and stopped entering individual sweep transactions. Other than causing needless work for me, it wasn't necessary to laboriously enter them from the monthly statement.
To successfully reconcile all I have to do is to add the amount rolled into the sweep account to my uninvested Cash balance.