New display view in QW R45.13

rgs nerur
rgs nerur Quicken Windows Subscription Member ✭✭
edited January 2023 in Investing (Windows)
I just noticed that for Schwab, I no longer get the register view. Instead I am now getting a 4-quadrant view with "total value", portfolio by security, top movers & value over time. If this is one of the "enhancements", then please (a) give us a heads up and (b) more importantly give us a way of reverting back to the old view.

Please let me know how I can revert back to the older "register" view. Thanks

Answers

  • rgs nerur
    rgs nerur Quicken Windows Subscription Member ✭✭
    BTW, not sure if this is right but for Schwab the "transaction download" shows up as "Express Web Connect+". I am guessing this is causing the issue?
  • rgs nerur
    rgs nerur Quicken Windows Subscription Member ✭✭
    I figured this out, I had to add a new account from CS into QW and in the process looks like quicken switched my view from "complete" to "simple" in account details.
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