Investment transaction history

ajshadrach
ajshadrach Quicken Windows Subscription Member
edited May 2023 in Investing (Windows)

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?

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Answers

  • Unknown
    Unknown
    This content has been removed.
  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    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
    ajshadrach Quicken Windows Subscription Member

    Yes, this did it. Thank you Tom.

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