Why do Investment Accounts in Quicken Start Inputs At The Bottom While Bank Accounts Star At The Top

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Hi,

I'm new to Quicken and was just wondering why in banking accounts the input for new transactions begin at the top, while in investment accounts they start at the bottom? I find this odd, but I'm wondering if there is a reason for it and if there is a way to change it for each account.

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    The history is that both the banking accounts and the investment accounts had the newest/new entry at the bottom.

    Maybe 10 years ago or so they put in the feature that one can sort the banking accounts so that the newest/new entry is at the top. The investment accounts never got this feature.

    Note to have the newest/new entry at the bottom click the Date column header once (it toggles the sort order).

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  • recursor1
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    Ahh I had no idea that use to be standard. Thanks!

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