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How do I reconcile investment accounts.

robertd202

R31.8 The register view has disappeared from my investment accounts and there is no longer a "reconcile" function. How do I get the register view back and how do I reconcile?

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Accepted answers

Sherlock

robertd202 said:

I didn't change anything. How do I find the "simple investing" check box?

Open the investment account, press Ctrl + Shift + E, check Complete - Positions and Transactions, and select OK.

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Frankx

Hi @robertd202,

I suspect that you've changed to "simple investing" which doesn't require reconciliation anymore. To get the register back, you should switch back by unchecking the box.

Frankx

robertd202

I didn't change anything. How do I find the "simple investing" check box?

Sherlock

robertd202 said:

I didn't change anything. How do I find the "simple investing" check box?

Open the investment account, press Ctrl + Shift + E, check Complete - Positions and Transactions, and select OK.

Frankx

Hi @robertd202,

Go to Preferences > Investment transactions > in the window on the right, "Simple Investing is the last check box in the list.

Frankx

robertd202

Thanks, that did the trick.