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

jseason
jseason Member
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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Best Answer

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    Go into the Account Details and change the setting from Simple investing to Complete.
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    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    Go into the Account Details and change the setting from Simple investing to Complete.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • jseason
    jseason Member
    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
    Chris_QPW Member ✭✭✭✭
    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.

    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    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

    QWin Deluxe Subscription - Win10
  • jseason
    jseason Member
    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!
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