Matching Security Dialog and Treasury Securities
jldavid47
Quicken Windows Subscription Member ✭✭✭✭
When downloading transactions from my broker and it includes the purchase of a Treasury Bill/Note/Bond the Matching Security dialog comes up and tries to match it with a previously existing Treasury Bill/Note/Bond even though the CUSIP is completely different. This is annoying be cause if I accidentally hit “Next” before choosing the “No” radio button, undoing the mistaken transaction is a royal pain.
As a general issue, if the CUSIP of a downloaded security does not match any CUSIP known to Quicken, the default choice should be “No” and not “Yes”
If Quicken thinks this is a feature, it's not. It's a bug.
1
This discussion has been closed.
Categories
- All Categories
- 56 Product Ideas
- 36 Announcements
- 225 Alerts, Online Banking & Known Product Issues
- 22 Product Alerts
- 703 Welcome to the Community!
- 671 Before you Buy
- 1.2K Product Ideas
- 53.7K Quicken Classic for Windows
- 16.3K Quicken Classic for Mac
- 1K Quicken Mobile
- 812 Quicken on the Web
- 111 Quicken LifeHub