Entering a transaction with a new security / ticker symbol
This started happening some months ago (6-12?). Currently on Version R50.8 Build 27.1.50.8, Windows 10.
I trade options every week (hence new Security / ticker symbols every week). I enter my transactions manually (coz Quicken can't standardize with my institutions). I start with Date, then Action, then Security. When I hit Enter after entering the name of my (new) security, Quicken correctly says it is not in my list, and prompts me on 2 more screens to enter the ticker, class, etc, which I do. However on returning to the register, the Security field (The one I just entered) is blank, ie. lost. I have to retype it in again or find it in the security list. In previous versions, it would be filled with the new security I have just entered.
I have been living with it until now, hoping it will be fixed on the next update, but it isn't.
Comments
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I can't seem to edit this, but the 3rd last sentence should read:
"However on returning to the register, the enter transaction is erased (The Date, Action and Security fields I just entered). I have to start from scratch again"
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The customary practice is to create the security before using it
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
This behavior has changed over time, as best I recall. Others have also objected to the current behavior you cite. For example:
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That is just a time consuming workflow, and never used to be like that. Why would they restrict creating it on the fly? Like why remove that really useful functionality?
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Glad I'm not the only one. Very strange how they remove useful functionality. What are the repercussions of reverting to 45.21?
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