Quicken Classic for Mac sets number of shares to zero on manual entry

JamesDM
JamesDM Quicken Mac Subscription Member ✭✭
edited January 10 in Errors and Troubleshooting (Mac)

Using Quicken Classic 8.3.3 on Mac OS.

I repeatedly get an error when I manually enter a transaction in one of my investment accounts. Here are the steps:

I select, say "Reinvest Dividend", type the security name (tab), type the transaction amount (tab), type the number of shares. Then hit enter.

9 times out of 10, the number of shares is set to zero. I have to reopen the transaction and type the number of shares again. This time it works. On rare occasions the number of shares is properly entered the first time.

Extremely frustrating! Is this a known bug? I've experienced this for quite a few months, over several version updates.

I hope someone knows about this bug and fixes it!

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Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @JamesDM I've just been sitting here manually entering my investment transactions for December, and I'm not experiencing what you're describing. Let me type what I'm doing and seeing, and see if there's any difference in what you're doing…

    • Select the Account
    • Click on the Transactions tab
    • Enter Command-N (or click New)
    • Enter the transaction date; then Tab
    • Enter "r" to have the Type field show the first "r" type, which is Reinvest Dividend; then Tab twice to get to the Security field
    • Enter the security symbol (or Name), then Tab
    • Enter the dollar amount of the dividend, then Tab
    • Enter the number of shares purchased with the reinvestment; then Tab or Enter (Save) or Command-N to save and open the next transaction

    In your description, I'm not sure if you have the Type column visible in your register? If not, add that column so you can go in the order I describe, and see if it works for you.

    The only time I end up with entering a transaction with zero shares is if I'm not looking and mis-enter the security symbol such that Quicken thinks it's new AND I press Command-N to jump to save and open a new transaction. There is a minor bug if the security you enter is new; you have to press Enter (Save) to allow it to download the security's history, rather than doing Command-N.

    Quicken Mac Subscription • Quicken user since 1993
  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta

    I enter a lot of transactions manually and I have never experienced this.

    Can you provide screenshots of this occurring so we can see exactly what you are seeing?

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    I don't normally enter Reinvest Dividend transactions by hand but I've been having to do it this fall for my Fidelity HSA, and I haven't seen this problem occur while doing so. I have noticed in a few other accounts that if Quicken downloads a Dividend Income transaction for a MMF and I want to change it to a Reinvest Dividend transaction, the number of shares defaults to zero and I have to enter it by hand when I change the transaction type. But I don't see that as a bug since the Dividend Income transaction type doesn't have a number of shares field.

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