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How do I go from Complete Investment tracking to Simplified Tracking.

I have let my Investment accounts get very out of date and I don't need to see all the transactions. I just want the current balances in my three accounts to give me an overview of my financial picture.


  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
     Edit > Preferences...

    Open each account, press Ctrl + Shift + E, and choose Simple - Positions Only

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