Can no longer add a payee to a brokerage account

Question

V 7.0 seemed to break the ability to treat a brokerage account as a checking account.  I have a brokerage account that I use as a checking account.  Since 7.0 when I try to create a new transaction in that account the category defaults to "Investments:Buy" and cannot be changed.  Also, the Action, Check # and Payee fields are unavailable.  The only options available are those to buy a security.  Oddly enough I have 3 other brokerage accounts that work as expected.  It only seems to affect this one account.

jacobs · Accepted Answer

I'm not aware of any changes to brokerage accounts in version 7.0. (Mine appear to work as they have in the past.)

The Action, Check # and Payee fields would only be available if the transaction type is Payment/Deposit.

In this brokerage account, do you have the Type column visible? And are you able to pull down the menu from the default Buy to select Payment/Deposit?