Can no longer add a payee to a brokerage account
V 7.0 seemed to break the ability to treat a brokerage account as a checking account. I have a brokerage account that I use as a checking account. Since 7.0 when I try to create a new transaction in that account the category defaults to "Investments:Buy" and cannot be changed. Also, the Action, Check # and Payee fields are unavailable. The only options available are those to buy a security. Oddly enough I have 3 other brokerage accounts that work as expected. It only seems to affect this one account.
Best Answer
-
I'm not aware of any changes to brokerage accounts in version 7.0. (Mine appear to work as they have in the past.)
The Action, Check # and Payee fields would only be available if the transaction type is Payment/Deposit.
In this brokerage account, do you have the Type column visible? And are you able to pull down the menu from the default Buy to select Payment/Deposit?
Quicken Mac Subscription • Quicken user since 19930
Answers
-
I'm not aware of any changes to brokerage accounts in version 7.0. (Mine appear to work as they have in the past.)
The Action, Check # and Payee fields would only be available if the transaction type is Payment/Deposit.
In this brokerage account, do you have the Type column visible? And are you able to pull down the menu from the default Buy to select Payment/Deposit?
Quicken Mac Subscription • Quicken user since 19930 -
BINGO! I removed that column and wasn't aware that it was needed.🤦♂️ Thanks for your help! All good now.
0
Categories
- All Categories
- 63 Product Ideas
- 35 Announcements
- 225 Alerts, Online Banking & Known Product Issues
- 21 Product Alerts
- 704 Welcome to the Community!
- 673 Before you Buy
- 1.2K Product Ideas
- 54K Quicken Classic for Windows
- 16.4K Quicken Classic for Mac
- 1K Quicken Mobile
- 812 Quicken on the Web
- 115 Quicken LifeHub