Recording shares in a new investment

QuickPeter

I’ve got an unexpected problem with recording the purchase of some shares.

I’ve transferred proceeds from a sale of another investment to a new Brokerage account I created, Vanguard LifeStyle 80% Equity Fund - Accum. That worked just fine.

When I press New - create a transaction, at the bottom of the screen, and try to “Buy” the shares in the new account, the security doesn’t show up in the “Security” slot?

Any ideas, please, as to what I’m doing wrong?    Thanks, Quickswin

Quicken Laura

Hi @QuickPeter,

Thank you for providing detailed information about the issue. I’d be happy to help you troubleshoot.

If the security exists in your Security List but is marked as hidden, it may not appear as an option when entering new transactions. Please check the following:

1. Click Window in the top menu bar.
2. Select Securities to open the Security List.
3. If the security is not listed, you can add it by clicking the + (Plus) sign at the bottom left of the window.
4. If the security is listed, make sure the Hidden checkbox is not selected.

After confirming this, please try entering the transaction again.

If the issue persists, feel free to let me know, and we can continue troubleshooting.