Is there some way to manually mark an investment transaction as "cleared"
Jeffrey Wilens
Member ✭✭✭
When I download investment transactions Quicken will place a small C in the left column, but (unlike bank accounts) I don't see a way to manually do the same thing. Left clicking as with a bank account or Right clicking, etc. do not work.
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Best Answer
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Sure there is. Put the arrow pointer in the "Clr" column and you should get a "drop-down" arrow head. Click on that and you're presented with a list of choices;
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Answers
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Sure there is. Put the arrow pointer in the "Clr" column and you should get a "drop-down" arrow head. Click on that and you're presented with a list of choices;
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At first, it didn't work at all. I have looked at several investment brokerage accounts and hovering the mouse pointer in the column does not do anything. Then I realized in your screenshot I can see the "CLR" column heading but in mine I can only see "..." I then expanded the width of the column and CLR appeared and so did the options to add a cleared mark.Incredibly, it is related to the width of the screen column.Someone can mark this solved.1
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