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

jseason
jseason Quicken Windows Subscription Member ✭✭
edited February 2022 in Registers & Transactions (Windows)
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
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    Go into the Account Details and change the setting from Simple investing to Complete.
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  • jseason
    jseason Quicken Windows Subscription 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 Quicken Windows Subscription 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.

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  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    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
    jseason Quicken Windows Subscription 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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