Can't enter cash transactions in investment account anymore
Options

Joseph
Member ✭✭
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.
0
Comments
-
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.QWin Premier subscription0
This discussion has been closed.
Categories
- All Categories
- 22 Product Ideas
- 29 Announcements
- 205 Alerts, Online Banking & Known Product Issues
- 19 Product Alerts
- 750 Welcome to the Community!
- 621 Before you Buy
- 1K Product Ideas
- 50.8K Quicken Classic for Windows
- 15.6K Quicken Classic for Mac
- 996 Quicken Mobile
- 785 Quicken on the Web
- 82 Quicken LifeHub