Update changed investment accounts to simple

SomebodyInGNV
SomebodyInGNV Quicken Windows Subscription Member ✭✭✭
edited February 2022 in Investing (Windows)
All of my investment accounts were configured for complete tracking. Today's update(s) resulted in several of them being changed to simple.
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Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    First, click on the gear at the top right of each affected account and select Edit account details. Change the Tracking method setting from Simple to Complete.

    Then go to Edit > Preferences > Investment transactions and un-check the Enable Simple investing box. 
    QWin Premier subscription

Answers

  • Bananabowl
    Bananabowl Quicken Windows Subscription Member ✭✭
    I had the same issue last week after installing an update. Another user said it happens randomly, and is apparently not intended. I don't want simple investing enabled, either.
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    First, click on the gear at the top right of each affected account and select Edit account details. Change the Tracking method setting from Simple to Complete.

    Then go to Edit > Preferences > Investment transactions and un-check the Enable Simple investing box. 
    QWin Premier subscription
  • jhduckw
    jhduckw Quicken Windows Subscription Member ✭✭
    Same thing just happened to me. Latest update switched to simple investing without telling me. When I downloaded it created all sorts of add/remove transactions for trades that hadn't been confirmed yet. AND it automatically entered all the new buy/sell transactions as add/remove transactions as well. Now I have to go through 50+ transactions to figure out what is a real buy/sell and what has not confirmed yet! WTH?
  • CharleyInWA
    CharleyInWA Quicken Windows Subscription Member
    Exact same experience as @jhduckw. In all of my ETRADE accounts. What a cluster.
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