Group investment transactions

Nov 26, 2006 1 Replies

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



"Sam" wrote

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".

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