Can not get to the investment register

Question

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.

Quicken Kristina · Accepted 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).

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

Please let me know how it goes!

NotACPA · Accepted 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.