Investment Account Transactions Vanished

System
System Member admin
edited August 2023 in Investing (Windows)
This discussion was created from comments split from: Product has deteriorated to the point of no longer of value..
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  • dave304
    dave304 Member ✭✭
    edited July 2023

    The garbage continues. last update now has removed the transaction log from the accounts. just displays what is in the investment window now. maybe the experts should look at the comments in the quicken user group. [Removed - Solicitation]

  • QWinUser
    QWinUser Member ✭✭✭✭

    @dave304 I think what has happened is that your investment account(s) tracking method has switched from "Complete" to "Simple". Go to "Account Details" to verify this. Just simply change the setting back to "Complete" for each account affected.

    image.png

    You may need to do some cleanup and reconciliation, depending on what has been updated in your accounts after this switch happened.

    The other setting to verify is "Default to Simple" in not checked in Preferences.

    image.png

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