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Remember last security during investment entry

userQuicken Member
edited March 21 in Investments (Windows)
I have to type in a lot of manual investment entries due to my 401k provider, MassMutual, not having any Quicken integration or download options. It would be extremely helpful if the transaction entry for buy, sell, re-invest, etc, would retain the last "security name" when enter/new is selected.
5 votes

New · Last Updated


  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    For a very long time, Quicken did provide the last security when we selected Enter/New.  A few years ago, a change was introduced to improve the algorithm used to select the security from the pull-down menu.  As implemented, after we selected Enter/New, the security pull-down menu remained filtered.  This meant, to select a different security, users needed to use their keyboard to reset the menu (for example, enter a backspace).  This apparently upset enough users to motivate Quicken to reset the pull-down menu for all of us.
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