Investment tab missing, nowhere to enter stock prices
Thomas Blair
Member ✭✭
Quicken 2018 for Windows, R4.10
I am a long time user and have two data files, one for personal and one for business. My personal file works perfectly for syncing investment transactions from Fidelity, but my business file does not.
There is no menu item "Investments" and no tab item for "Investments"
I only have one investment account (linked to a cash account), and both show up under the "Investing" heading in the left side account panel. I only recently made my first stock purchase, and entered it manually in the investing account. (I can't seem to link this account to my business account at Fidelity since it doesn't show up in the account list obtained from Fidelity. Could be related.) In any event, there is no way to get the "Portfolio" screen to enter stock price updates.
Any ideas?
I am a long time user and have two data files, one for personal and one for business. My personal file works perfectly for syncing investment transactions from Fidelity, but my business file does not.
There is no menu item "Investments" and no tab item for "Investments"
I only have one investment account (linked to a cash account), and both show up under the "Investing" heading in the left side account panel. I only recently made my first stock purchase, and entered it manually in the investing account. (I can't seem to link this account to my business account at Fidelity since it doesn't show up in the account list obtained from Fidelity. Could be related.) In any event, there is no way to get the "Portfolio" screen to enter stock price updates.
Any ideas?
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Comments
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"View" dropdown menu/"Tabs to show"/Check "Investing"0
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Thanks for the quick reply, don't know how I missed that.0
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No worries, there's a lot of stuff in that program!0
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