Buy and Sell not available for Single Mutual Fund Account

The single mutual fund account in Quicken is designed to track the share balance of a mutual fund. For this reason, any actions which only apply to corporate securities or cash will not be available in a Single Mutual Fund account.  These actions include the following:

  • Transfer Cash into Account
  • Transfer Cash from Account
  • Miscellaneous Expense
  • Grant Employee Stock Options
  • Exercise Employee Stock Options
  • Margin Interest Expense
  • Corporate Name Change
  • Corporate Securities Spin-Off
  • Corporate Acquisition (stock for stock)

If you need to use one of these missing actions, select a standard investment account.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.