Propose Automatic New or Matching Security in Investment Register

SeaStar

PROBLEM: When new transactions download into the Investment Register, a ‘Matching Security’ window prompts ‘Is this same as one of securities that you already track?’ This can involve multiple downloaded stocks or mutual funds, especially when a new account is opened. Quicken now requires the User to manually and individually review and select New or Matching, a process which is time-consuming, repetitive, and subject to manual errors. Theoretically, one would think this is already being done by Quicken since it flags question about is security new or existing. Yet, over many years of use, this User sees a mix of Quicken-flagged results.

SUGGESTION: Enable Quicken to reliably assess the downloaded Symbol or unique Stock/Mutual Fund code and automatically enter as new or existing security. This will reduce time-consuming review by User and minimize inadvertent User entry or interpretation errors. As interim solution, enable User default “Add all as new.”

Thanks for considering implementation with up votes.

Chris_QPW

What this dialog is for is a bit misleading.

Every security downloaded has a CUSIP associated with it.

So Quicken definitely knows when it gets a security that isn’t in its security list, and doesn’t prompt for transactions with these securities that are in its list.

But when it isn’t on Quicken’s list it isn’t guaranteed to be a new security, so Quicken errors on the safe side and prompts just in case the user wants this new security to be associated with an existing one.

Normally for most of Quicken’s user base this would happen infrequently, but anyone that is constantly adding new securities it would be inconvenient.