How do I change the Clr status on a transaction in an Investment register?

Marvin Gardens

Somehow when I downloaded transactions from my brokerage account it missed a dividend. Instead of typing everything in I went back to a previous dividend, copied it, pasted it and changed the date. But the Clr status is R (reconciled) I want to change that to “c” (cleared)

In my checking and credit card registers I can click on the Clr field and pick the status (cleared, uncleared or reconciled) from the menu, But in the investment registers there is no menu.

Quicken Premier R63.21 Windows 11

[Deleted User]

@Marvin Gardens click on the transaction in the account register. Then, click on the "R" in the Clr column. In the drop down list, select "Cleared" -

You may need to widen the Clr column to get access to the drop down list.

[Deleted User]

@Marvin Gardens click on the transaction in the account register. Then, click on the "R" in the Clr column. In the drop down list, select "Cleared" -

You may need to widen the Clr column to get access to the drop down list.

[Deleted User]

@Marvin Gardens if you are not seeing a Clr column in your investment account register, check your Investments settings in Preferences -

If "Cleared status" is checked, uncheck it to add the Clr column to your investment account register.

Marvin Gardens

Thanks. I had to widen the column, That's kind of weird

[Deleted User]

@Marvin Gardens I agree it is weird. Somehow that column gets hidden without any reason.

Quicken Jasmine

https://community.quicken.com/discussion/comment/20504514#Comment_20504514

Thank you for sharing!