No transaction history on security detail view

Jack Scripps

There is no transaction history shown on the security detail view on securities held for many years. The graph showing the total market value appears correct,

Quicken Jasmine

Hello @Jack Scripps,

Thank you for contacting the Quicken Community, though I do apologize that you are also experiencing this error. 

Which financial institution are you experiencing this with?

First, I suggest creating a test file and adding the security account(s) to see if it produces the same issue with no transaction history. It is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Below are instructions on how to create a test file:

1. Choose File menu > New Quicken File.

1. Select New Quicken File.

1. Click OK.
2. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file. 

Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.

1. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt. 

1. Select to not use Mobile.
2. Click Add Account to start adding accounts to the new file.

After adding accounts, see if you are experiencing the same problems in this test file. 

Please let me know how this goes, I look forward to hearing your response. 

Ps56k2

Jack Scripps said:  There is no transaction history shown on the security detail view on securities held for many years.

Edit the Account Details - make sure the Quicken Account has Tracking Method = COMPLETE vs Simple
Also, you can turn it totally off .... Edit --> Preferences --> Investments .... UN-check the "Enable Simple Investing"

q_lurker

Ps56k2 said:

Jack Scripps said:  There is no transaction history shown on the security detail view on securities held for many years.

Edit the Account Details - make sure the Quicken Account has Tracking Method = COMPLETE vs Simple
Also, you can turn it totally off .... Edit --> Preferences --> Investments .... UN-check the "Enable Simple Investing"

I thought of that.  When I toggled a test account to Simple, the Security Detail View still listed out the transactions and share counts previously recorded.  I concluded this was not a Simple/Complete tracking issue.      

q_lurker

@Jack Scripps
Did you recently change the setting for the account holding that security to be a "Separate" account?  That setting removes the transactions from the Security Detail View.  

Jack Scripps

I might have, but I don't think so. I will check. Thanks.