Disappointment

Txmom

I have been using Quicken for a long time and update the software about every 3 years or so. I did not realize that the last Quicken software I purchased was (I guess) a subscription version. I get the notice saying that my subscription has expired but I never have used anything on downloading from the web. I manually enter all info. I bought the new software because I purchased a new computer (Windows 10) and for some reason the old software would not install, therefore I purchased new software. I am very disappointed that there is a lot of transaction changes as I am unable to enter some of the info on older accounts as I once did. I know that I set up some investment account probably incorrectly, but I only enter for information purposes and to see current balance easily. I don't know what transaction to enter when a stock has a loss and I want to enter the loss info. (ie. the stock total stays the same but the value changes showing a loss). I figure that I just enter it as a withdrawal which I am sure is not correct but it seems to work. However, I had an entry showing a miscellaneous expense and when entering it on the account I am working on, it also for some reasons enters the same transaction into another account which is totally unrelated and I definitely am not showing it as a transfer. I zero'd out an account and the balance is zero but shows a market value and also a securities value (this particular account is a CD) Therefore I want to delete it from the investment portion and re enter as a Banking account, but it will not allow me to add the account. What should I do?

Sherlock

You may do whatever you want to do.

You should be able to add an offline account register to an existing Quicken file with an expired subscription.

What do you mean by a stock has a loss?  If you're referring to a change in the market price, you may edit the security's price history appropriately.

Sherlock

You may do whatever you want to do.

You should be able to add an offline account register to an existing Quicken file with an expired subscription.

What do you mean by a stock has a loss?  If you're referring to a change in the market price, you may edit the security's price history appropriately.

q_lurker

I am very disappointed that there is a lot of transaction changes as I am unable to enter some of the info on older accounts as I once did. 

I am not aware of any such loss of transaction-types with the subscription versions.

I know that I set up some investment account probably incorrectly, but I only enter for information purposes and to see current balance easily. I don't know what transaction to enter when a stock has a loss and I want to enter the loss info. (ie. the stock total stays the same but the value changes showing a loss). 

Actually, that sounds like you might be a candidate for the "Simple' tracking of investment accounts that was introduced in the past year or so.  Indeed, if your accounts were switched to Simple, that might explain the loss of transaction capability.  Look at (Edit) the Account Details and see if there is something about Simple Investing there.  If such a box is checked, you can uncheck it to get back to the prior (traditional) style.  But you may also want to further investigate Simple investing to see if it is a better fit for your needs.  

Txmom

When I say loss, I am referring to the market price change. I realize that I originally did not set up the accounts properly from the beginning and just entered what I though was correct and obviously I did not set the account up correctly. Therefore I have created a mess and am trying to fix the best I can with a lot of problems.