Why can't I enter transactions as "SoldX"

HarveyB
HarveyB Quicken Windows Subscription Member
edited February 2024 in Investing (Windows)

I have an investment account with a linked checking account. Recently, "SoldX" no longer shows up as an available transaction type when entering new transactions. It does appear in the dropdown list if I enter the transaction in the register instead, but then saves as a "Sold" transaction.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    In your investment account, the cash from a Sale txn is automatically moved to the Linked Checking Acct.

    Thus, there's no need for the SOLDX action.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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