Why is TRANSACTIONS tab greyed out?

peppersvnv
peppersvnv Member
edited March 3 in Investing (Mac)
I cannot enter stock trades because the transactions button is grey. Settings?
Thanks is advance for your help.

Answers

  • Jon
    Jon SuperUser, Mac Beta Beta
    Bring up the Account Settings window for the account. Near the bottom of the settings window there's an option for Investment Tracking Method; you'll probably find that it's set to Simple, change it to Detailed.
    Quicken Mac subscription. Quicken user since 1990.
  • jobworker
    jobworker Mac Beta Beta
    Go to Settings and under Details  select Investment Tracking Method?  and check  Detailed (positions and transactions).
  • peppersvnv
    peppersvnv Member
    This helped but:Do you want to disconnect this account to use Detailed Tracking? ETRADE - Advisor does not support downloading detailed investment information. If you want to use Detailed Tracking, you must disconnect this account and manually enter your investment transactions.
  • Jon
    Jon SuperUser, Mac Beta Beta
    The I guess you have to make a choice:
    • Put up with Simple Tracking, or
    • Switch to Detailed Tracking & forgo online syncing, or
    • Move your investments to a different account that will support Detailed Tracking. I would assume that not all E-Trade accounts require Simple Tracking but I left E-Trade almost 20 years ago & don't know what things are like there now.

    Quicken Mac subscription. Quicken user since 1990.
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