How do I select an investment account for transfers?

tim.rohrer1
tim.rohrer1 Quicken Mac Subscription Member ✭✭✭
edited March 2022 in Using the Mobile App
In an unprocessed (by me) transaction transferring money to my investment account, I am unable to see any investment accounts when I try to edit the category.

How do I fix this?

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Quicken Mobile doesn't support investment transactions, just the number of shares/price and cash.

    So, there isn't any way that you can put in a transfer to "no transaction".

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  • tim.rohrer1
    tim.rohrer1 Quicken Mac Subscription Member ✭✭✭
    Ah. Disappointing.

    I hope Quicken will fix this soon. Seems reasonable, no?
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Well, they might in the future, but that would require full investment transactions level support.
    That isn't trivial and may never happen.

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