An Action "quickfill" has gone missing
handvprice
Quicken Windows Other Member
Quicken 2015 win. I'm manually entering investment transactions, and have 27 years of data. I know there are 3 ways to fill the "Action" field: By editing the entire transaction by double-clicking; Using the drop-down arrow in the field to choose among the commoner actions; Or starting to type the desired action. Until yesterday, if I started to type "mi" it would complete as "Miscellaneous Expense"; now it doesn't complete. If I use the drop-down arrow, "Miscellaneous Expense" is missing. But it's still present by using the other technique and editing the entire transaction. Any idea where it went, or how I can get it back? (It's just a little faster than using the transaction edit approach. I don't find this discussed anywhere.) Thanks.
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Best Answers
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In my experience, Quicken has always limited the Action pull-down menu of IRA accounts. I suspect the intent is to coerce the use of the wizards so the transactions are handled appropriately.6
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I just read the comment posted by @Sherlock and confirmed this with my version of Quicken. The Action dropdown only displays a subset of the available transaction types in an IRA, while all appear to be available in Brokerage and Mutual Fund types of accounts, Miscellaneous Expense is not available.
So it seems you rarely or never make this type of entry in an IRA account and that is why it seems like something has changed.Quicken 2017 Premier - Windows 10 Pro5
Answers
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I never heard of this either and don't know whether its related to your data file or your installation.
I would first try creating a new data file to see if it has the same symptom, if so I would suspect something is wrong with your installation and suggest reinstalling Quicken.
If the new data file works as expected I would next try validating your file to see if that resolves the problem.Quicken 2017 Premier - Windows 10 Pro0 -
In my experience, Quicken has always limited the Action pull-down menu of IRA accounts. I suspect the intent is to coerce the use of the wizards so the transactions are handled appropriately.6
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I just read the comment posted by @Sherlock and confirmed this with my version of Quicken. The Action dropdown only displays a subset of the available transaction types in an IRA, while all appear to be available in Brokerage and Mutual Fund types of accounts, Miscellaneous Expense is not available.
So it seems you rarely or never make this type of entry in an IRA account and that is why it seems like something has changed.Quicken 2017 Premier - Windows 10 Pro5 -
Thank you all. After testing a new file per your recommendations, it appears my premise was wrong: It's not that "Miscellaneous Expense" disappeared from the Action dropdown, but that I moved to an IRA account, from which it isn't offered. As noted, it is still offered through the Edit Transaction approach, so it's okay, just a little clumsy.
But because it will continue to be clumsy, now my question will be if I can change my file type from IRA to brokerage, but I'll ask that as a separate question. Thanks.0