How to add deposit in brokerage account

wdperkins
wdperkins Quicken Windows Subscription Member
edited March 13 in Registers & Transactions (Mac)

I'm new to the Mac version. In a brokerage account that has cash transactions and investment transactions I can't seem to enter a new cash deposit with + or Cmd N. Account is detailed, I'm filtering for Payment or Deposit. I was expecting a new, empty row to become available for entry (or a dialog box?). Seemingly nothing. Thanks.

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Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    The New button and the Command-N keyboard shortcut both still work for me in an investing account. They default to adding a Buy transaction so you have to change the transaction type to Payment/Deposit if you want to enter a cash transaction.

  • wdperkins
    wdperkins Quicken Windows Subscription Member

    Figured it out. Having the Payment Deposit filter on blocked a new transaction. Clearing filters allowed the transaction dialog to open.

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    Yes, if the filter is set to show Payment/Deposit transactions then you won't see the new transaction since it defaults to Buy, that's something I wasn't aware of. It still puts a Buy transaction in the register even though you don't see it at the time, so you probably have a few blank transactions to delete now.

  • wdperkins
    wdperkins Quicken Windows Subscription Member

    so you probably have a few blank transactions to delete now…..

    Yes, 21 of them. Thanks.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    edited March 13

    Hello All,

    Thank you for taking the time to visit the Community to report this issue, though we apologize that you are experiencing this.

    We have forwarded this issue to the proper channels to have this further investigated. In the meantime, we request that you please navigate to Help > Report a problem and submit a problem report with log files attached in order to contribute to the investigation.

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    While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

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    (CBT-1076)

    Quicken Kristina

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