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Quicken Classic for Windows
Errors and Troubleshooting (Windows)
Schwab account now gives portfolio view instead of transactions.
Doug JA
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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Accepted answers
Quicken Jade
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
All comments
Quicken Jade
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
Thanks - this works.
Quicken Jade
Glad to hear that worked! Thanks for participating in our community
- Quicken Jade
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