Brokerage new line no longer opens to payment/deposit (Q Mac)

Richard064

Up until recently I could directly enter a payment/deposit into a new line in the brokerage account. Now new lines open exclusively to Investments:Buy. I find no way to change this default or the entry to a payment/deposit. What's up?

Richard064

Duh. Since I'm the only one at the helm, it looks like I get to stand in the corner!!! A perfect fix!!! Thanks. 🤪

Quicken Kristina

Hello @Richard064,

Thank you for letting us know you're encountering this problem. To clarify, when you try to add a new transaction, it's defaulting to Buy, and clicking on that isn't giving you a dropdown menu to select the transaction type?

When did you first notice this change in behavior? Is this happening in just one account or multiple? Did anything happen around the same time as this issue, such as a program/computer update or an unexpected program/computer shutdown?

I look forward to your reply!

Richard064

Hi, Kristina and thanks! I've been putting up with it for a month or so, so I don't have an accurate recall of the preceding event, but I do believe it was following an update of the Quicken software - but I can't swear to it.

Here's a screen shot of the register for the affected account. There is no place to click on a "Type." However, for the sake of this discussion I created a new dummy brokerage account, and it's register conforms to the one you depict and the one to which I was previously accustomed. It would be simplest, perhaps, for me to port over the transaction data to the new dummy account and delete the old, if I can be guided to a safe way to do that. I would consider simply recreating the account from the institution but from past experience their information does not go back very far and I would loose the historical record.

Thanks

John_in_NC

No need to abandon your old account-somebody was likely toying with visible columns.

Click on the Columns icon at the lower right, (or right/control click on a header) and pull up the columns you wish to show/remove. (You can add back "Type".) Or, at the bottom of the list you can reset to show the default columns.

Jon

I checked some recent versions of Quicken (back to 7.0) and they all do this, at least with an offline brokerage account. So it doesn’t seem like a recent change.

Richard064

Duh. Since I'm the only one at the helm, it looks like I get to stand in the corner!!! A perfect fix!!! Thanks. 🤪