After installing the 12/1 update how can I display transactions in IRA Accounts?

Peter Beynon

After installing the 12/1 update I can no longer display transactions in some IRA accounts. All I can see are various graphical displays of Value, Portfolio by Security etc. but cannot find how to display the actual transaction register. How do I do that now?

Frankx

Hi @Peter Beynon

It sounds like the new "Simple Investing" mode may have been inadvertently turned on. 

To fix that:

1) Go to "EDit" > "Preferences...";
2) Select "Investment transactions";
3) De-Select "Enable Simple Investing (positions only)"
4) Click "OK"

Let me know how that goes of if you have any followups.

Frankx 

Frankx

Hi @Peter Beynon

It sounds like the new "Simple Investing" mode may have been inadvertently turned on. 

To fix that:

1) Go to "EDit" > "Preferences...";
2) Select "Investment transactions";
3) De-Select "Enable Simple Investing (positions only)"
4) Click "OK"

Let me know how that goes of if you have any followups.

Frankx 

Peter Beynon

Thank you Frankx, that worked!

Frankx

Happy to help.