investment account does not show transactions

Question

Hi,

I have Quicken 6.6.2 on Mac.  If I run a report then it shows transactions (dividends, sales, etc.) But on the account screen the tabs are Dashboard and Portfolio.  There is a Transactions, tab but it it greyed out.  Obviously my bank is sending transactions since they show up on the transaction report.  But why cannot I not see them in the screen?

regards,

jacobs · Answer

Yes, but did you try changing the setting? Or are you saying that in the Setting dialog box, Detailed Tracking is grayed out?

If the latter, I would try disconnecting this account from downloading, and then re-connecting it to see if that solves the problem.

Thomas Mann · Answer

This is not logical.  When I connect to the bank it says does not support detailed tracking.  But the transaction report shows transactions.  That is the definition of detailed tracking.

jacobs · Answer

Open the investment account, click on Settings, and change the setting from Simple Tracking to Detail Tracking. This will allow you to access the Transactions tab.