Security types problem
shrubman
Member ✭✭
I have upgraded from Q2011 to Subscription DL and I am finding the same problem with my Security Types. I have created new ones in the past which work well, but I have created 4 new types and allocated one to my recent purchase - but it doesn't show up on the investing page. I have tried a lot of test buys with the same result.
Surprisingly, 2 shares that I sold years ago have suddenly appeared the Investing page and can be transferred to any security type!
My guess is my file is corrupt but Validation doesn't help.
Any ideas?
Surprisingly, 2 shares that I sold years ago have suddenly appeared the Investing page and can be transferred to any security type!
My guess is my file is corrupt but Validation doesn't help.
Any ideas?
0
Best Answers
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Click on Customize View and review the Accounts and Securities tabs to ensure that everything that needs to be included is checked.Quicken 2017 Premier - Windows 10 Pro5
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What Security Types did you create?
Did you overwrite an existing security type (such as changing the name from Market index to 'something else'? I believe there are 11 'original' types and you can create an additional 7 to get to a total of 18.
What do you mean by "the investing page"? I would suspect a portfolio view, in which case @Rich_M 's comment is on track.5 -
These tick marks throughout the program can be a nightmare, they are peppered throughout the program and can easily be changed by accident, glad you got this one solved.Quicken 2017 Premier - Windows 10 Pro5
Answers
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Click on Customize View and review the Accounts and Securities tabs to ensure that everything that needs to be included is checked.Quicken 2017 Premier - Windows 10 Pro5
-
What Security Types did you create?
Did you overwrite an existing security type (such as changing the name from Market index to 'something else'? I believe there are 11 'original' types and you can create an additional 7 to get to a total of 18.
What do you mean by "the investing page"? I would suspect a portfolio view, in which case @Rich_M 's comment is on track.5 -
Many thanks - I thought I had checked everything! The security box for the relevant fund was not ticked - and the old funds were ticked.
I have ticked the fund and it now appears where it should :-) And the old funds have gone.
I will have another look at this tomorrow, but I think this is the answer.
Cheers!0 -
These tick marks throughout the program can be a nightmare, they are peppered throughout the program and can easily be changed by accident, glad you got this one solved.Quicken 2017 Premier - Windows 10 Pro5
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I wasted 5 hours trying to solve the problem, which you solved for me straightaway. But how an old fund could 'tick itself' in settings that I didn't know about, is beyond me, but that's the joy of computers. Thanks once again :-)0