Express Web Connect - view transactions

Mousehouse2 Member ✭✭
I used the Express Web Connect for my Schwab investing accounts and can see the summary, but I can't see the individual transactions. One of my accounts is wrong and I don't know how to see which line(s) created the problem. Or how can I just turn off Express Web Connect?


  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭

    It sounds like your account got switched into “Simple” tracking mode. Go into the Account Details and and change it to Complete mode.

    If you never want to use Simple mode, go to Preferences > Investments and un-check Enable Simple Investing.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • Mousehouse2
    Mousehouse2 Member ✭✭
    Perfect. Thank you so much. Not sure how it got switched to Simple tracking. I went into each account and set it to Complete and then into the Preference screen for future new accounts
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