No transaction history on security detail view -Still

pt216
pt216 Quicken Windows 2017 Member ✭✭✭
edited September 2024 in Registers & Transactions (Windows)

Is there/this a programing error that the transaction history is not transferred from the stock in the portfolio to the transaction history because all the stocks I have there is no transaction history.

I don’t want to “test file and adding the security account(s) to see if it produces the same issue with no transaction history. It is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Below are instructions on how to create a test file”, it should be there downloaded from the broker.

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Do TOOLS, Account List and click EDIT adjacent to the account(s). Does "Tracking Method" show as SIMPLE or COMPLETE?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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