Investment account view

dougm7
dougm7 Quicken Windows Subscription Member ✭✭
edited January 2024 in Registers & Transactions (Windows)

One of my investment accounts only shows a "dashboard summary" view and i am unable to find the transaction view to update purchases etc. I went into Edit and looked at the Tracking options (simple vs complete) but they are grayed out and i don't see a way to convert it to allow me to get into transactions! i have shares showing in there, but they have been sold and i can't find a way to update this

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Are you looking at the Account Details where you see the Simple vs Complete greyed out:

    image.png

    A screenshot might help understand what you are seeing. You can drag and drop an image in the comment box.

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