Why have the account views suddenly changed

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In the last week or two some of my accounts continue to show the old view, with Transaction and Holdings on the top. Two Vanguard accounts however now show a 4 box view including list of stocks etc. It is difficult to enter hand enter data. Why some and not other accounts? How can I adjust the accounts so as to all look alike (the old way)

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    Quicken has changed your Vanguard accounts from the traditional Complete mode to Simple mode. to change them back click on the gear at the top right of the account, select Edit Account details, and under Tracking method, select Complete.

    If you don't want to use Simple mode for any of your accounts, to (hopefully) prevent this from happening again, go to Edit > Preferences >Investments and un-check the Enable Simple investing box.

    If transactions have been downloaded while you were in Simple mode, you may need to review and correct them.
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