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Re: An active investment is not appearing in the drop down box when adding transactions.
Go to Tools > Security list. Check the show hidden securities box and make sure the problem security is not hidden.1 -
Re: An active investment is not appearing in the drop down box when adding transactions.
That's why I asked you to check the Security List, and to make sure the Show hidden securities box there is checked. Hiding a security removes it from selection lists but not elsewhere.1 -
Re: Return (%) YTD not updating.
The data for that column does not depend on your transaction history; it is downloaded from Quicken's quote provider. It is only valid as of the last time you updated quotes and is not stored, so it …1 -
Re: How to turn off all auto category assignments
There are several questions here, I will try to answer each. To control settings for renaming and auto categorizing, go to Edit >Preferences > Downloaded transactions Even with those disabled, …1 -
Re: 'Linked Transfers' should allow different dates for the linked transactions
One complication of setting different dates in a transfer is that unless Quicken did some behind-the-scenes accounting, the money would temporarily disappear while in transit, causing an incorrect di…2