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How do I reconcile investment accounts.

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?

Best Answer

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited February 1 Accepted Answer
    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.

Answers

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    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


    Quicken H&B-Subscription - Ver. R29.20 - Build 27.1.29.20  - Windows 10 Home - Ver. 2004
                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -
  • robertd202
    robertd202 Member
    I didn't change anything. How do I find the "simple investing" check box?
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited February 1 Accepted Answer
    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
    Frankx SuperUser ✭✭✭✭✭
    Hi @robertd202,

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

    Frankx


    Quicken H&B-Subscription - Ver. R29.20 - Build 27.1.29.20  - Windows 10 Home - Ver. 2004
                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -
  • robertd202
    robertd202 Member
    Thanks, that did the trick.
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