How do you clear security/payee now from interest income transactions?

prbsparx
prbsparx Quicken Mac Subscription Member ✭✭✭
edited March 19 in Investing (Mac)

I'm trying to clear out the security/payee field in Quicken Premier 8.0.1 for an investment account so that it shows the interest on cash like mentioned in the linked post.

https://community.quicken.com/discussion/7927243/how-do-you-all-handle-bank-interest-in-a-brokerage-account

However, it appears that you cannot remove security/payee from a transaction anymore.

Is there something I'm missing?

Best Answer

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓

    I think you meant to link to a different post in that discussion. Anyway, I see that once you specify a security for an Interest Income transaction you can't clear that field and have no security. But if you create a new transaction it will let you leave the security field blank.

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓

    I think you meant to link to a different post in that discussion. Anyway, I see that once you specify a security for an Interest Income transaction you can't clear that field and have no security. But if you create a new transaction it will let you leave the security field blank.

  • prbsparx
    prbsparx Quicken Mac Subscription Member ✭✭✭

    Ah bummer. Alright, I'll remove them and create without.

    I was hoping I could just modify the downloaded transactions. I'll submit feedback to Quicken.

    I think I fixed the URL on this now. It was linking to a specific comment in the thread.

  • RickO
    RickO Quicken Mac Subscription SuperUser ✭✭✭✭

    Not sure if this would help, but you could create a "fake" security named "Cash" and edit the transaction to use that name.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
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