Create a new Account - New Transaction is greyed out

dschaller78's Avatar


27 Feb, 2020 12:30 AM

This has happened repeatedly. Sometimes after trying many things it suddenly becomes ungrey. The most recent new account I can't seem to get it where I can create a transaction. Pretty useless if I can't add transactions....

  1. 1 Posted by derekkent23 on 27 Feb, 2020 10:05 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi dschaller78

    If I create a new investment account and have not added a security under Securities Detail tab, using the Add Security button, then in the Resister tab the New Transaction button is greyed out. This is intended as you can’t add a transaction until at least one security is added to the account. You also need to move out of the investment screen to say Summary and back again to allow the register screen to refresh.

    Could this be what you are seeing?

    Hope this helps.

  2. System closed this discussion on 28 May, 2020 10:10 AM.

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