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Cannot pull up transaction roster

THD2300

This only happens on one account, so I know I messed something up.

The account has a single mutual fund in it.

When I double click on the account name, a dashboard (a 4 panel thing) is brought up. No matter what I can't seem to be able to bring up the transaction roster.

Any suggestions?

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NotACPA

Something to check. Do TOOLS, Account List and click EDIT next to the particular account. What shows as "Tracking Method" in the lower left corner of that dialog.

I suspect that for some reason, it got set to SIMPLE. If so, click COMPLETE.

THD2300

Thanks.

That was it.

I don't know how that flag was changed, but I deactivated the account and changed the flag.

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