Investment Account Overview

srsmink

I had an old version of Quicken (I think 2010).  I purchased a new Dell desktop last week, transferred over the Quicken data, and purchased a subscription to Quicken's newest Starter version.  We then did whatever we needed to do to transfer the data in my new version of Quicken.  The data all transferred.  However, in my old version of Quicken when I looked at my various investments, there was a tab that I could click that said Overview and would give me my list of holdings plus basic information on each: what I bought it at, share price, number of shares, value, etc.  There was also a tab that said transactions.  On my new version of Quicken I only see a transactions tab.  How do I get to see the Overview tab?

Jim_Harman

Starter does not support investment accounts, I think any investing info it shows from an old file is view-only.

Jim_Harman

Starter does not support investment accounts, I think any investing info it shows from an old file is view-only.