Can't enter cash transactions in investment account anymore

Joseph

I have a 529 plan which has a long history of Sold transactions. I'm no longer able to enter anything as Sold, it insists on SoldX. Is this as a result of the latest release (R 35.31)? This is happening in multiple accounts. I don't want to switch to managing each with a separate checking account.

Jim_Harman

There are two settings that might cause this. Click on the gear at the top right of the account and select Edit account details. Both Show cash in a checking account and Single Mutual Fund (if shown) should be un-checked.

Also make sure there are no Placeholders in the account for the security you are selling with a later date than the Sell date.