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