Recent Problem w/ Investment Acct. register

corndog638
corndog638 Quicken Windows 2017 Member ✭✭

Using QWin Classic Premier, R60.20. i'm getting around to reconciling my IRA EOY statement, but I can't edit the 'Clr' column. I click on the lower case 'c' of the txn line and it becomes '…' without a dropdown box. I can mark Checking account txns as 'R'. what gives?

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited February 2

    Widen that column so that it's wide enough to hold the character, the "▾" triangle and a fraction of an inch more space.

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    As @UKR has said, you should see something like this in that "Clr" column"

    For whatever reason that particular drop-down menu is difficult to select. You may have to click around a bit before you find the "sweet spot" and the menu actually appears.

  • corndog638
    corndog638 Quicken Windows 2017 Member ✭✭

    I also noticed that there is now a small icon after the security name that produces a security detail view. Cute.

    Okay, I widened the column and now it functions the way it used to in December. Thanks for the help, Now if someone would get the lost transactions back in my Tax summary report….

  • Bob_L
    Bob_L Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Tell us what kind of transactions you are missing and maybe someone here can help? Fir example IRA RMDs often cause problems.

    Quicken Business & Personal Subscription, Windows 11 Pro