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missing the edit transaction function

Charlie@

After finally getting my Vanguard account back up and working, I find that the ability to edit an investment transaction is gone! This is for all my investment accounts. Not sure exactly when this occurred but I believe sometime within the last month during which time there were 2 Quicken updates.

So my registers are all set up for a one line display. Previously when I clicked on any transaction it would expand to a 2-line and include a button to edit. This no longer happens and I cannot see another way to edit a single transaction.

Any help appreciated!

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Investments

Windows

Accepted answers

Boatnmaniac

https://community.quicken.com/discussion/comment/20480628#Comment_20480628

It sounds like one or more of the columns in your account registers might been expanded. When that happens it moves the enter, edit and/or delete buttons to the right off the screen. There are two ways to get these buttons to appear, again, on the screen:

Click on the scroll bar below the account register and slide it to the right.
Click and grab one or more column dividers in the column headers and then sliding it to the left to shrink the column width. This will pull in those buttons in from the right and when the column(s) widths have been shrunk enough those buttons will once, again, be visible in the account register without needing to use the scroll bar.

Boatnmaniac

@Charlie@ - It just dawned on me that there is another way to address this issue without having to adjust the Account Register column widths. Click and drag the divider between the Accounts Bar and the Account Register to the left. What I like about this method is that it retains the columns widths in the registers which can make it easier to view and work with transactions in the Account Register.

All comments

Quicken Kristina

Hello @Charlie@,

Thank you for letting us know you're encountering this issue. To help troubleshoot this issue, please provide more information. When did you first notice this issue? Is this impacting all of your investment registers, or only some? What happens when you click on a line in one of the affected account registers (for example, does it still expand to 2 lines, but there's no Edit button)? Do you get the option to edit the transaction if you right click on it?

If you haven't already done so since the problem started, please try closing your Quicken program, then re-opening it.

I look forward to your response!

Charlie@

Hello Kristina,

This was just noticed yesterday after the Vanguard problem got resolved - a simple interest transaction downloaded with yesterday's date (3/10) when it actually happened on 2/28. That is when I discovered there was no longer an edit button. The last time I had to edit a transaction was in late January, so without being able to pinpoint anything, it could have happened anytime in the last 6 weeks.

Yes this is happening in all 10 investment registers, both regular and retirement. Yes the transaction expands to 2 lines but there is no edit button. Yes right clicking and selecting edit still brings up the edit dialog. And yes, Quicken has been restarted (many times :).

Boatnmaniac

https://community.quicken.com/discussion/comment/20480628#Comment_20480628

Click on the scroll bar below the account register and slide it to the right.
Click and grab one or more column dividers in the column headers and then sliding it to the left to shrink the column width. This will pull in those buttons in from the right and when the column(s) widths have been shrunk enough those buttons will once, again, be visible in the account register without needing to use the scroll bar.

Charlie@

It looks like you are correct - thank you! So now I have to resize all the columns in 10 different accounts? I don't suppose there is a way to set a default arrangement for all the registers?

And possibly a rhetoric question… How can something like this happen on a global level?

Boatnmaniac

@Charlie@ - I know of no way to globally resize all accounts. When it happens to me I resize each of them individually. Maybe someone else know how to do it globally and will post here how to do that.

I've never really figured out definitively what causes this to happen but IMO it seems to happen sometimes when the Quicken installation gets a version update, just like how version updates will sometimes change global Preference settings. (I always review the Preference settings after each version update so I can confirm everything is OK or can correct any changes that the version update caused before it starts to cause problems for me.)

Boatnmaniac