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Cannot add an Investment account

Yves Beaupré

I CANNOT add an investment account in my Quicken file.

When I try to create it I am getting instructions to add a personal bank account.

Can someone help?

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Sherlock

Please provide the version and edition of Quicken being used: select Help > About Quicken

Jim_Harman

If you are running Starter edition, you cannot add investing accounts.

Tom Young

If you're not using the Starter edition then some exposition on what happens when you try to add an investment account would be helpful.

Yves Beaupré

Hi,

I run Quicken Home & Business: ver.R33.7, Build 27.1.33.7, Canadian Edition, Windows 10.

Thanks in advance for your help.

Yves Beaupré

I found that I had to select open offline configuration and I created my Investment account.

However, can someone tell me how/if I can move/export/import investment transaction between 2 Quicken Files.

Thanks in advance for your help.

Sherlock

Yves Beaupré said:

I found that I had to select open offline configuration and I created my Investment account.

However, can someone tell me how/if I can move/export/import investment transaction between 2 Quicken Files.

Thanks in advance for your help.

I suggest you just export the transactions from one of the Quicken files as a QIF file and import the QIF file into the other Quicken file: https://www.quicken.com/support/how-do-i-export-data-quicken

You may also want to review: https://community.quicken.com/discussion/7150750/faq-how-to-import-qif-files-into-non-cash-accounts-post-q2004

Yves Beaupré

Hi,

Thanks for your tip.

It works when your import QIF files.

Regards