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Investment Screen View

Robert Armani

I'm really dissatisfied with the Investment Screen View. All it does is show the Totals. No transaction details and nothing about reconciling.

Let me know if there are any other ways that could change my opinion.

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Comments

Sceptic

@Robert Armani The information available in an investment account depends on two factors:

Whether the account is set up for Simple tracking or Complete tracking. Complete tracking provides a transaction register, detailed investment tracking, and reconciliation options. Simple tracking is primarily focused on positions and account values. Go to the Online Services tab of Account Details and confirm which option is selected.
What data your financial institution downloads to Quicken. Some institutions provide detailed transaction information, while others provide only holdings and balances. If the Complete tracking option is grayed out, that means your financial institution does not provide the information for Complete tracking.

If all you're seeing are totals and positions, it would be helpful to know which financial institution is involved. That will help determine whether additional connection methods are available that would allow Complete tracking.