Group investment transactions

Posted by Sam on November 25, 2006, 9:44 pm

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I am trying to create a recurring investment transaction, which I
have done before, but when I get to the area to choose the memorized
transactions the toggle to view memorized investment transactions is
not available (its "greyed out"). I am able to memorize a regular
transaction and I am able to select that transaction when creating a
group because the Choose Transaction list is set to Regular but I am
unable to select the Investment option in order to see the memorized
investment transactions. Am I doing something wrong or is this a
software issue?

Thanks, Sam

Posted by John Pollard on November 26, 2006, 11:14 am

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"Sam" wrote

> I am trying to create a recurring investment transaction,

> which I

> have done before, but when I get to the area to choose the

> memorized

> transactions the toggle to view memorized investment

> transactions is

> not available (its "greyed out"). I am able to memorize a

> regular

> transaction and I am able to select that transaction when

> creating a

> group because the Choose Transaction list is set to Regular

> but I am

> unable to select the Investment option in order to see the

> memorized

> investment transactions. Am I doing something wrong or is this

> a

> software issue?

Please include the Quicken version you are using when posting
questions.

Before you click the "Group" button, you must select the
appropriate "Account to use". If the "Account to use" is not an
Investment account, you won't see investment account memorized
transactions when you click "Group".