Is there some way to manually mark an investment transaction as "cleared"

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Jeffrey Wilens
Jeffrey Wilens Member ✭✭✭
edited February 2022 in Registers & Transactions (Windows)
When I download investment transactions Quicken will place a small C in the left column, but (unlike bank accounts) I don't see a way to manually do the same thing.  Left clicking as with a bank account or Right clicking, etc. do not work. 

Best Answer

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Answer ✓
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    Sure there is.  Put the arrow pointer in the "Clr" column and you should get a "drop-down" arrow head.  Click on that and you're presented with a list of choices;



Answers

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Answer ✓
    Options
    Sure there is.  Put the arrow pointer in the "Clr" column and you should get a "drop-down" arrow head.  Click on that and you're presented with a list of choices;



  • Jeffrey Wilens
    Jeffrey Wilens Member ✭✭✭
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    At first, it didn't work at all.  I have looked at several investment brokerage accounts and hovering the mouse pointer in the column does not do anything.  Then I realized in your screenshot I can see the "CLR" column heading but in mine I can only see "..."   I then expanded the width of the column and CLR appeared and so did the options to add a cleared mark.

    Incredibly, it is related to the width of the screen column. 

    Someone can mark this solved.
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