Enable "Register Columns" configuration in settings for Investment registers

Ted P
Ted P Member ✭✭✭
in Investments

The settings for the Investment registers don't have a Register Columns action.

Among other things, this means that you can't for example select to display the Memo field as a column in the register.

I use the Memo field pretty extensively and it's annoying to not be able to see it.

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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Are you using the investment registers' One-Line-per-transaction mode?

    If so, try to switch to Two-Lines-per-transaction mode (Edit / Preferences / Investments)
    The Memo field will automatically display in the 2nd line, below the Security Name.

    If you are regularly entering banking-type register transactions, e.g., checks, deposits, cash withdrawals, and you are working with a taxable brokerage account (not a retirement account, IRA, etc.), activating and using a linked cash / checking account register might be advisable.

  • Ted P
    Ted P Member ✭✭✭

    thanks for both.

    I don't love two-line view - i find it very cluttered.

    and I use linked accounts for the money market accounts - but i like to keep memos on other things (e.g. '2025 solo 401k contribution').

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