Security Name gets swapped for another (early in list alpha) during keyboard data entry

kking18474's Avatar

kking18474

29 May, 2024 09:51 PM

This is somewhat difficult to describe. It was difficult to diagnose as well. Windows MD 2022.6 (4097) here, but honestly I've noticed this for a while, multiple versions. I've been a user since MD 2015.
I have only noticed this when entering security transactions, mostly DIVX transactions, but it may occur in other ways. After entering the date, DIVX as the action, then tab-ing over to the Security field, you may enter your security by typing the first few letters of its name, normally. If there is more than one matching name in the list you can either click it with your mouse, or if you don't want to leave your keyboard you can keep typing letters, or use the arrow keys to highlight the correct security name, then hit enter or tab again to select the name and move to the Amount field. This normally works quite well, and saves me the effort of moving off the keyboard to the mouse and back.
However, occasionally, after typing and matching the security name or arrowing down to select it before you hit enter/tab, the security name will revert to an earlier security (alphabetically) in your Account, this will vary by account of course. So this manifests as (if you're not paying attention) incorrectly marked transactions for the appropriate security. I'll note that it is an early security alphabetically regardless if you have remaining shares or not. In my case it became apparent to me only after noticing so many DIVX transactions in my register for a security I no longer even own.
Another note, my current fix for this is to type the first few letters of the security until a shorter list of matching (so far) names comes up then select it with the mouse. This works every time, but it means I have to leave my keyboard or risk entering the wrong security. I'm more likely to catch this when double checking my register entries during reconciliation.
I will say it seems to happen for specific securities repeatedly, and in the past I was fairly certain it was an indication that there was a problem somewhere with this specific security in one of my accounts (not necessarily the one I was working in), however I have not been able to find any issues with 3 or 4 prominent securities I am having trouble with today. By "problem", one example I've seen in the past is that I have found unresolved lot matching (for my lot matching securities) and after completing the lot matching pop-up then the problem would go away. So I am still suspect of the problem securities, but unable to find any issues with them right now. I am a toolbox user, but haven't found a tool for this issue yet.
Has anyone else run into this? Thank you for all offered help.
KK

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