Added a new security, but it's not available when adding a new transaction

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nschloss
nschloss Member ✭✭
in Investing (Windows)
Quicken Deluxe vR33.7 Bld 27.1.33.7 Canadian edition on Windows 10

Added a new security (Bank of America) as a US Stock denominated in US dollars. It shows as expected in the Security List. Trying to add a transaction using this security to my investment account which is denominated in C$ but allows US$ holdings which are simply converted at the exchange rate. The security does NOT appear in the drop down list of available securities when trying to enter a new transaction. I've restarted the program, rebooted, etc. makes no difference - can't select the security. Any thoughts?

Best Answer

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    Answer ✓
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    Account currency and security currency need to match. Even though your FI may show them in a combined fashion, in Quicken you need separate accounts for the C$ and US$ portions. 

Answers

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    Answer ✓
    Options
    Account currency and security currency need to match. Even though your FI may show them in a combined fashion, in Quicken you need separate accounts for the C$ and US$ portions. 
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