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Quicken Classic for Mac
Registers & Transactions (Mac)
Can't manually sell a security
markdhamill
I have a number of securities I track manually because Quicken does not know about security in the Thrift Savings Plan for Federal Employees. I created these (C Fund, F Fund, G Fund, I Fund and S Fund) and for many years when I've bought or sold I entered these manually. Now I can't because I guess with a recent update they don't appear in the Buy/Sell dropdown as a defined security. It wasn't a problem before and in the portfolio view I still see these in list of securities I own. Is there a workaround for this?
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jacobs
I'm puzzled by what you describe. I'm not aware of anything in any updates to Quicken Mac which interfere with securities which don't have ticker symbols. To verify this, I just created a security called Test Security…
and the security shows up in the Security field drop-down menu, so I can I can enter a transaction to Buy shares of the security:
Can you see anything that looks different with your securities than these screen shots?
markdhamill
Take a look. It's a mystery to me too. Take a look.
Screen Shot 2021-05-26 at 11.32.40 AM.png
Screen Shot 2021-05-26 at 11.32.08 AM.png
Screen Shot 2021-05-26 at 11.33.15 AM.png
jacobs
Ah, the problem is that you have used the Type "Index". Index is reserved for market indexes you can't own, such as S&P 500 or Nasdaq. (There's currently no way to chart your holding versus an index, but it appears they exist so such a feature can be added in the future.)
Simply change your account Type to anything else, such as Mutual Fund, and your problem will be solved.
markdhamill
Thanks! This worked!
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