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Why can I not access my 401k investment transactions?

Jarrett

My 401k is through John Hancock (cannot support online downloads) and I have to upload the transactions manually via a quicken transactions file. I get these files once a quarter. Q1 and Q2 I had no problems. Q3, my transactions button has now grayed out, and I cannot access transactions. The import file shows an incorrect balance, so I would like to edit the transactions that were imported, but I can't access them. Please help. I do not want to close the account and create a new one in quicken since I have a lot of transfers setup via payroll and deductions, etc...

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Add/Edit Transactions

Accepted answers

jacobs

Thanks for the screenshot. I think the problem is that somehow the investment tracking for this account has been switched to simple tracking, which doesn't capture or display transactions, just balances and holdings. Go to Account > Settings and look at this part of the Settings screen:

Image: https://us.v-cdn.net/6031128/uploads/editor/96/dcqaocj8jyf5.png

I suspect yours is set to Simple, and needs to be changed back to Detailed. Then you will be able to access the Transactions tab at the top of the account screen.

All comments

Jarrett

Here is the screenshot

Screen Shot 2021-10-15 at 8.15.25 AM.png

jacobs

I suspect yours is set to Simple, and needs to be changed back to Detailed. Then you will be able to access the Transactions tab at the top of the account screen.

Jarrett

that did the trick, thanks!!