How do I get to transactions in an investment account

Question

I've been using Quicken Classic Business & Personal for years.  For some reason, starting today, one of my Investing accounts no longer shows my transaction page. Instead when I click on the account, the four summaries show (Total Value, Top Movers, Portfolio by Security, Value over Time).  I've searched every thing I can think of and can't find out to get to the transactions view instead of this summary view.  Can anyone help?

aklausing · Answer

That looks to be the problem.  I don't understand why it changed though. I have two accounts with the same financial institution (Vanguard) and one is still showing transactions, but this one doesn't.

Sceptic · Answer

@aklausing it sounds like the investment account has switched to Simple Tracking.  Check the settings on the Online Services tab of Account Details.  There should be Tracking Method section towards the bottom of the options.

To get back to Complete Tracking, simply select it and click OK when finished.

Note:  Some cleanup might be required after the switch, depending on how long the account was in Simple Mode.

If the Complete Tracking option is grayed out, that means that Complete Tracking is not available for that financial institution.  There are a variety of reasons why this can happen.  The connection method for the account was changed from Direct Connect to Express Web Connect+.  Or, the financial institution no longer offers Compete Tracking for Investment Accounts.  This usually happens when the financial institution upgrades their connecton to EWC+ and no longer offers DC.