Investment account stopped opening to register

KenW
KenW Quicken Windows Subscription Member ✭✭
edited June 2023 in Investing (Windows)
Checking & Banking open to Register..Investments DO NOT register used to

Have not found how to change
KenW

Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Did you recently install an update to Quicken?

    Sometimes a Quicken update switches one or more investing accounts to "Simple" mode. In Simple mode you will see a dashboard with 4 big squares instead of your investing transaction list.

    To change back to Complete mode, open each affected account, click the gear at the top right, pick Edit account details, and select Complete in the Tracking Method box.

    Then if you don't want to use Simple mode for any of your accounts and to help prevent this from happening again, go to Edit > Preferences > Investments and un-check the Enable Simple Investing box.


    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Did you recently install an update to Quicken?

    Sometimes a Quicken update switches one or more investing accounts to "Simple" mode. In Simple mode you will see a dashboard with 4 big squares instead of your investing transaction list.

    To change back to Complete mode, open each affected account, click the gear at the top right, pick Edit account details, and select Complete in the Tracking Method box.

    Then if you don't want to use Simple mode for any of your accounts and to help prevent this from happening again, go to Edit > Preferences > Investments and un-check the Enable Simple Investing box.


    QWin Premier subscription
  • KenW
    KenW Quicken Windows Subscription Member ✭✭
    Thank You
    KenW
This discussion has been closed.