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Securities names do not appear in list when manually entering investment transactions

unknown

I recently purchased Quicken Canada 2019 H&B (version R15.24) upgrading from Quicken 2015.

When I manually enter investment transactions, the Security Name field does not list all securities in the system. I have securities entered in the Security List that don't show up by name when I start typing.

I have to copy and paste the name of the security into the transaction to ensure that I've typed it consistently so that the transactions are typed properly.

If I use the ticker symbol, the application asks me to add a security that is already in the securities list.

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Comments

unknown

Check your securities list to see if that security is flagged as hidden.

unknown

Check your securities list to see if that security is flagged as hidden.

Thanks for the suggestion Rick, however, the securities that I am using are not hidden the in Securities list.

SimonSezSo

Arctic Fox you might have hidden characters in your security names and/or Tickers. I would go into each one and retype the name. If you have a lot of securities, it might be easier to print out a security list first, and mark them off as you retype the security names, as you might need to "blank" out the names and then retype them in.

q_lurker

If a security has a type of Market Index, it will not normally appear in transaction pull-down offerings, by design. Market Index securities are not intended for transactions.

unknown

If a security has a type of Market Index, it will not normally appear in transaction pull-down offerings, by design. Market Index securities are not intended for transactions.

@q.lurker, that did the trick! I had index funds funds set to a type of "Market Index". I changed the type to "Mutual Fund", et voila! The securities appear in the drop-down list! Thank you!