Why can't I add a new holding to my account?
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
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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 VP0
Answers
-
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 VP0 -
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" ??0