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How do I add a security to existing taxable/non-taxable accounts?

dgpolvani

I have Quicken's latest Window subscription version R38.30. How do I add a security to my existing taxable and non-taxable accounts?

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Accepted answers

bmciance

It sounds like maybe you created that account as a single mutual fund account. This would mean it can only contain one security. Right click on the account in the account bar to confirm the details.

All comments

bmciance

First you have to add the security to Quicken if you have not done so already. Go to Tools > Security List (or press Ctrl+Y) to add it. Once added you need to enter a transaction in the account(s) to purchase the security. It should mimic what actually happened in your brokerage account(s).

dgpolvani

Thanks, this worked for my taxable investment account. It does not work for the non-taxable account. For the non-taxable account, I am only able to add, remove, etc. the EXISTING security. I can not add a new security. What do I do to add the new security?

bmciance

It sounds like maybe you created that account as a single mutual fund account. This would mean it can only contain one security. Right click on the account in the account bar to confirm the details.

dgpolvani

Thanks, again! Yes. I had created the non-taxable account as a single mutual fund account. As you suggested, I changed the account to hold multiple mutual funds, and I was able to add the new security. Much appreciated!

NotACPA

Further note that "Single Mutual Fund" doesn't mean "only one fund at a time" ... it means, "only that one mutual fund EVER".

So if you sell that fund and buy another, you need to either create a brokerage type account (recommended) or another SMF type account.

If my fund company (Fidelity Investments) required SMF type accounts, I'd have 40+ such accounts ... 39 of which would be empty & useless.

dgpolvani

Thanks to all. You've answered my questions, and I've learned somethings in the process.

Ps56k2

dgpolvani said: Yes. I had created the non-taxable account as a single mutual fund account.

what brokerage are you using - ??

Some brokerages actually force the issue and only allow the creation of a Single Mutual Fund per account.
My T.Rowe accounts are like that......

dgpolvani

It is a T. Rowe Price non-taxable mutual fund account. I forgot that when I set the Quicken account up it was setup, to mirror the T.Rowe Price account, as a one fund account.