Investment Transaction Register

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ATC Doug
ATC Doug Quicken Windows Subscription Member ✭✭✭
in Errors and Troubleshooting (Windows)

I have opened a new investment account. Investments have been downloaded but when I open the account I only get the overview. How do open the transaction register for this account

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  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭

    @ATC Doug how you get the setting changed to Complete Investment Tracking depends on the financial institution, but the setting is on the General tab in Account Details -

    image.png

    If "Complete" is available and not grayed out, then simply select and click "OK".

  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭

    @ATC Doug to ensure that any investment account is always set up with Complete Investment Tracking, click on Edit→Preferences→Investments, and make sure "Default to Simple Investing for new accounts" is not selected.

  • ATC Doug
    ATC Doug Quicken Windows Subscription Member ✭✭✭

    I changed my account to Complete and it worked.

    Thank

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