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How do I reconcile investment accounts.
robertd202
Member ✭
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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Best Answer
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Open the investment account, press Ctrl + Shift + E, check Complete - Positions and Transactions, and select OK.robertd202 said:I didn't change anything. How do I find the "simple investing" check box?0
Answers
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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. -0 -
I didn't change anything. How do I find the "simple investing" check box?0
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Open the investment account, press Ctrl + Shift + E, check Complete - Positions and Transactions, and select OK.robertd202 said:I didn't change anything. How do I find the "simple investing" check box?0 -
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. -0 -
Thanks, that did the trick.0
