How do I add cash to an IRA account

brianwolff
brianwolff Quicken Windows Subscription Member ✭✭
edited January 2023 in Investing (Windows)
I do not see the deposit option on create transaction.
I do see transfer, but it requires a source or it will not move forward.

Best Answer

  • brianwolff
    brianwolff Quicken Windows Subscription Member ✭✭
    Answer ✓
    Thank you for the responses.
    I did verify that the account was NOT a Single Mutual Fund Account.
    I deleted it anyway, recreated it and....
    I can not explain it but now the drop down has an action of "Deposit"

Answers

  • volvogirl
    volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭
    Where did the cash come from?  

    I'm staying on Quicken 2013 Premier for Windows.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Perhaps your accounts is set up as a Single Mutual fund account. These simplified accounts can only hold one security and no cash.

    Click on the gear at the top right of the account window then Pick Edit account details. If Yes is selected next to Single mutual fund account, change it to No.
    QWin Premier subscription
  • brianwolff
    brianwolff Quicken Windows Subscription Member ✭✭
    Answer ✓
    Thank you for the responses.
    I did verify that the account was NOT a Single Mutual Fund Account.
    I deleted it anyway, recreated it and....
    I can not explain it but now the drop down has an action of "Deposit"
This discussion has been closed.