Why can't I add a new holding to my account?

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MJM Personal
MJM Personal Member ✭✭

2 0f 3 Quicken accounts I can easily add a new security; the 3rd is greyed and won't let me add anything new? What do I need to do?

Best Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Answer ✓
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    Please do TOOLS, Account List and click EDIT adjacent to the misbehaving acct. Is YES ticked next to "Single Mutual Fund Account"? If so, ONLY the original fund can EVER be held in that acct.

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

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited June 2023 Answer ✓
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    where or what is this 3rd account - what bank or brokerage or ???

    as per @NotACPA - here is the (o) for Single Mutual Fund -

    QWin - R54.16 - Win10

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Answer ✓
    Options

    Please do TOOLS, Account List and click EDIT adjacent to the misbehaving acct. Is YES ticked next to "Single Mutual Fund Account"? If so, ONLY the original fund can EVER be held in that acct.

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

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited June 2023 Answer ✓
    Options

    where or what is this 3rd account - what bank or brokerage or ???

    as per @NotACPA - here is the (o) for Single Mutual Fund -

    QWin - R54.16 - Win10

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited June 2023
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    doesn't really help us or other forum members - if we don't have any feedback -
    and yet our postings are read and are marked as "answer" ??

    QWin - R54.16 - Win10

This discussion has been closed.