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

JamesDM

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!

jacobs

@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.