How Do I Toggle Between My Investment Account Dashboard and the Individual Investment Transactions

mbhaymond@gmail.com

I used to be able to toggle between the Investment dashboard and the investment transaction list. I can no longer find a way to see the transaction list. Was there an update change / bug? Help!!!

Sceptic

It sounds like your investment account may have been switched from Complete Investment Tracking to Simple Investment Tracking.

Please check the account settings:

1. Open the investment account.
2. Go to Account Details. Press Ctrl+Shift+E (or click the gear icon and select Edit Account Details).
3. Go to the General tab.
4. Look for Tracking Method.
5. If it is set to Simple - Positions Only, change it to Complete - Positions and Transactions.
6. Click OK and then reopen the account.

When an account is set to Complete, you should have access to the account register/transaction list. With Simple tracking, Quicken typically shows the Investment Dashboard and holdings views instead of a traditional transaction register.

If the Complete option is grayed out or unavailable, that can happen for a couple of reasons:

• The financial institution only supports Simple Investment Tracking for that account.
• The connection method being used for the account only supports Simple tracking.
• The account was set up or converted in a way that restricts it to Simple tracking.

Let us know which financial institution and account type this is, and whether the Complete option is available, grayed out, or already selected. That should help narrow down what changed.