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R37.66 - Brokerage account register replaced by overview/dashboard view (Simple Investing)

jseason

OK, so I've only been using Quicken since the mid-80s but I've never seen this. Yesterday my Schwab brokerage account shows me a sort of 2x2 dashboard (Total Value, Portfolio by Security, Top Movers, etc.) but I can not go back to the register view?! This has got to be a simple viewing option or something but I cannot find a way back to the register. My other brokerage accounts default to the register view when they're selected. Any ideas?!?!

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Chris_QPW

Go into the Account Details and change the setting from Simple investing to Complete.

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Chris_QPW

Go into the Account Details and change the setting from Simple investing to Complete.

jseason

Thx, Chris_QPE! That fixed it. I have no idea how that got set and it's not a parameter I've ever messed with. Thanks again for the help.

Chris_QPW

There is a global setting for this in the preferences that some people have set to turn it off everywhere.

For whatever reason, as updates have been coming out, they sometimes turn this setting back on, and as such any individual account that has the "simple investing" set now takes effect.

Ps56k2

jseason said: This has got to be a simple viewing option or something

The feature was added recently -
and some of the recent Quicken releases are toggling that setting to be ON ....

What version are you running..... Help --> About Quicken

jseason

R37.66 Build 27.1.37.66. I got it resolved: Account Register Tracking Method got set to Simple instead of Complete. Thanks for the help!