Cannot add a New Security

howdyrichard
howdyrichard Quicken Windows Subscription Member ✭✭

Quicken finds the symbol, I highlight the fund name and go Next. Next window says Quicken will add the following information for the new security….I check "Include in Watch List" then Done. The screen blinks and it does not show up in the Account overview.

About: R50.8, 27.1.50.8, Quicken Premier - Securities/Max ref: 288/288

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited June 2023

    What's the particular security and what TYPE of security is it?

    Also, have you checked your Hidden security list to see if its already there?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • howdyrichard
    howdyrichard Quicken Windows Subscription Member ✭✭

    It is in the Securities List, not hidden but not in my IRA Holdings List. It is Trowe Price Mutual Fund, Asset Mixture. Download Quotes checked and Watch List checked.

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If it's already in your Securities List, you don't need to add it again.

    You just need to ADD it to your IRA or BUY it in your IRA.

    There's only one Securities List for each Q data file

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

This discussion has been closed.