Investment transaction history

ajshadrach

I just switched from Mint to Quicken Deluxe about 4 months ago. I had my investment accounts in Mint and they are set to rebalance every 3-4 months or so. When it would do this, I could see the transaction in Mint. However, now that I linked my investment account to Quicken, it seems that Quicken just shows me the value of the account. I can't see prior transactions even though Quicken said I imported 300 some days worth of data from my Fidelty and Januse Henderson accounts. Am I just not looking in the right place?

Tom Young

Maybe you inadvertantly set the Accounts up for "Simple Investing?" Edit the Accounts and look at the General tab of the Account Details window and see what Tracking Method is selected.

ajshadrach

Yes, this did it. Thank you Tom.