No way to "deposit" cash into an investment account.

Clare's Avatar


16 Apr, 2009 01:28 AM

The only options are Xfr, Buy, Sell, etc. - but no "deposit". So - how do I take a cash deposit and log it into the investment account?

  1. 1 Posted by cbtengr on 16 Apr, 2009 11:25 AM

    cbtengr's Avatar

    In a new transaction, select one of the options (Xfr, Buy, Sell, etc.). If you double click on this entry, I think you can edit it to say Deposit. I thought there was a way to edit the menus list, but I haven't found it yet. It may have come up on the old forum.

    I found this:

    Not sure it will do what you want.

  2. 2 Posted by Mary on 16 Apr, 2009 03:46 PM

    Mary's Avatar

    I found this and it works:

    While looking at the Home Page, select the menu item "Account"->"Edit". This will display the dialog for your overall account information. Use the "Up" and "Down" buttons to the right to change the order of "Check# Items", the "New" button to create a new item, or "Delete" to remove items you do not want.

  3. 3 Posted by Brian Adler on 16 Apr, 2009 04:22 PM

    Brian Adler's Avatar

    Mary, Thank you for answering this question. We should make it more intuitive to edit this list.

  4. Brian Adler closed this discussion on 16 Apr, 2009 04:22 PM.

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