Schwab account now gives portfolio view instead of transactions.

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Doug JA
Doug JA Member ✭
in Errors and Troubleshooting (Windows)
Starting today, when I choose a Schwab investment account I see a portfolio view of the account. How can I shift to seeing a list of transactions? I am on R37.62.
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  • Quicken Jade
    Quicken Jade Alumni ✭✭✭✭
    Answer ✓
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    Hello @Doug JA, I'm sorry to hear you're having this issue. Please go to Tools  > Account List > Click Edit on the affected account > Then change the tracking method to "Complete - Positions and Tracking" as shown in this screenshot.

    I hope this helps!!
    - Quicken Jade

Answers

  • Quicken Jade
    Quicken Jade Alumni ✭✭✭✭
    Answer ✓
    Options
    Hello @Doug JA, I'm sorry to hear you're having this issue. Please go to Tools  > Account List > Click Edit on the affected account > Then change the tracking method to "Complete - Positions and Tracking" as shown in this screenshot.

    I hope this helps!!
    - Quicken Jade
  • Doug JA
    Doug JA Member ✭
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    Thanks - this works.
  • Quicken Jade
    Quicken Jade Alumni ✭✭✭✭
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    Glad to hear that worked! Thanks for participating in our community :smile:
    - Quicken Jade
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