Can not get to the investment register

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KrensSmith
KrensSmith Quicken Windows 2017 Member

When I clicked on an Investment Account, I historically got the investment transaction list. Not sure what I did, but now I get a 4-panel dashboard of sorts. For the life of me, I can not figure out how to 1) even access the investment transaction list anymore, or 2) how to turn off this darn portal default so that I see transactions and the portal when I want to see it. I'm on Windows and the current release.

Best Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    Answer ✓

    Hello @KrensSmith,

    Thank you for sharing your experience. Based on your description, it sounds like that account got switched to Simple investment tracking. To switch back to Complete investment tracking, first, backup your Quicken file, then navigate to Tools>Account List. Click the Edit button next to the investment account. On the General tab of the Account Details window that comes up, you should see a Tracking Method section (near the lower left).

    Screenshot 2025-02-22 at 2.07.04 PM.png

    If you see the radio button set to Simple, click on Complete.

    Please let me know how it goes!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

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

    Somehow, your investment account has been set to "Simple Tracking".

    So, do TOOLS, Account List, click EDIT adjacent to the account name and set "Tracking Method"to Complete.

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

Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    Answer ✓

    Hello @KrensSmith,

    Thank you for sharing your experience. Based on your description, it sounds like that account got switched to Simple investment tracking. To switch back to Complete investment tracking, first, backup your Quicken file, then navigate to Tools>Account List. Click the Edit button next to the investment account. On the General tab of the Account Details window that comes up, you should see a Tracking Method section (near the lower left).

    Screenshot 2025-02-22 at 2.07.04 PM.png

    If you see the radio button set to Simple, click on Complete.

    Please let me know how it goes!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

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

    Somehow, your investment account has been set to "Simple Tracking".

    So, do TOOLS, Account List, click EDIT adjacent to the account name and set "Tracking Method"to Complete.

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

This discussion has been closed.