Transaction View in Direct Connect Investing Account

dshan1061
dshan1061 Member ✭✭
edited February 16 in Investing (Windows)
I went into the Investing tab to look at my 401k and cannot see the transactions that I normally saw (contributions coming in and investments being bought). Now I see a screen that has 4 separate sections: Total Value, Portfolio by Security, Top Movers and Value over Time. I cannot for the life of me figure out how to see the transactions (not in a report, but the actual transaction entry screen). There are some downloaded transactions from Fidelity that are backwards or need to be manually corrected for whatever reason. Did something change in the latest update with the new Home screen Dashboard? Is there a way to see transactions entry style like before? A couple pics of what I see in the Direct Connect account and what I see in my wife's non-connected account (exactly what I used to see in my Direct Connect account).

FYI, I track my child's Fidelity account in my Quicken file as well, and it is updated through Direct Connect, but in that account, I can still see the transaction entry view.

I am using Quicken for Windows, Ver: R37.67 and Build: 27.1.37.67

Any guidance is always greatly appreciated.

Best Answer

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    Somehow your register got switched to "Simple investing mode".
    Go into the Account Details and select "Complete".
    Signature:
    (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 ✓
    Somehow your register got switched to "Simple investing mode".
    Go into the Account Details and select "Complete".
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • dshan1061
    dshan1061 Member ✭✭
    Ah! Got it!! I thank you profusely for the help. I was going mad. Now there are some transactions missing, but I think I can probably restore a backup and download them again. Or just manually enter them. Thank you again!!
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Your very welcome, I'm glad that helped.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
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