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Schwab register view has disappeared

desplin

After the most recent update I no longer have a normal register view for my schwab accounts. I can't enter new transactions etc. It just shows a 4 quadrant overview of my accounts. How do I get the normal register view back? (All other accounts from vanguard etc are normal.)

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Quicken Jade

Hi @desplin, sorry for this inconvenience it sounds like you may be in what's called simple investing. To switch to Complete Investing, please go to Tools > account List > Click "Edit" on the affected account, then make sure Tracking Method is on Complete - Positions and Transactions as shown in the screenshot below.

Image: https://us.v-cdn.net/6031128/uploads/editor/sv/ct6di97v1ahy.png

Complete these steps for all of your accounts, and let me know if this resolves your issue!
- Quicken Jade

desplin

Thank You. I just figured that out. Any idea why that happened and only affected my Schwab accounts?

vetnam72

Good fix.