How do I go from Complete Investment tracking to Simplified Tracking.

I have let my Investment accounts get very out of date and I don't need to see all the transactions. I just want the current balances in my three accounts to give me an overview of my financial picture.

Best Answer

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Accepted Answer
     Edit > Preferences...



    Open each account, press Ctrl + Shift + E, and choose Simple - Positions Only


Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Accepted Answer
     Edit > Preferences...



    Open each account, press Ctrl + Shift + E, and choose Simple - Positions Only


  • Anne B
    Anne B Member ✭✭
    Thanks. This worked well and was easy!