Why is TRANSACTIONS tab greyed out?

peppersvnv
peppersvnv Quicken Mac Other Member ✭✭
edited March 2022 in Investing (Mac)
I cannot enter stock trades because the transactions button is grey. Settings?
Thanks is advance for your help.
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Answers

  • Jon
    Jon Quicken Mac Subscription 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.
  • jobworker
    jobworker Quicken Mac Subscription Mac Beta Beta
    Go to Settings and under Details  select Investment Tracking Method?  and check  Detailed (positions and transactions).
  • peppersvnv
    peppersvnv Quicken Mac Other 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 Quicken Mac Subscription 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.

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