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Quicken Classic for Windows
Investing (Windows)
Security types problem
shrubman
I have upgraded from Q2011 to Subscription DL and I am finding the same problem with my Security Types. I have created new ones in the past which work well, but I have created 4 new types and allocated one to my recent purchase - but it doesn't show up on the investing page. I have tried a lot of test buys with the same result.
Surprisingly, 2 shares that I sold years ago have suddenly appeared the Investing page and can be transferred to any security type!
My guess is my file is corrupt but Validation doesn't help.
Any ideas?
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Accepted answers
Rich_M
Click on Customize View and review the Accounts and Securities tabs to ensure that everything that needs to be included is checked.
q_lurker
What Security Types did you create?
Did you overwrite an existing security type (such as changing the name from Market index to 'something else'? I believe there are 11 'original' types and you can create an additional 7 to get to a total of 18.
What do you mean by "the investing page"? I would suspect a portfolio view, in which case
@Rich_M
's comment is on track.
Rich_M
These tick marks throughout the program can be a nightmare, they are peppered throughout the program and can easily be changed by accident, glad you got this one solved.
All comments
Rich_M
Click on Customize View and review the Accounts and Securities tabs to ensure that everything that needs to be included is checked.
q_lurker
What Security Types did you create?
Did you overwrite an existing security type (such as changing the name from Market index to 'something else'? I believe there are 11 'original' types and you can create an additional 7 to get to a total of 18.
What do you mean by "the investing page"? I would suspect a portfolio view, in which case
@Rich_M
's comment is on track.
shrubman
Many thanks - I thought I had checked everything! The security box for the relevant fund was not ticked - and the old funds were ticked.
I have ticked the fund and it now appears where it should :-) And the old funds have gone.
I will have another look at this tomorrow, but I think this is the answer.
Cheers!
Rich_M
These tick marks throughout the program can be a nightmare, they are peppered throughout the program and can easily be changed by accident, glad you got this one solved.
shrubman
I wasted 5 hours trying to solve the problem, which you solved for me straightaway. But how an old fund could 'tick itself' in settings that I didn't know about, is beyond me, but that's the joy of computers. Thanks once again :-)
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