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

Member ✭✭✭
in Investing (Windows)
I have let my Investment accounts get very out of date and I don't need to see all the transactions.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

  • Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
     Edit > Preferences...



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


Answers

  • Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
     Edit > Preferences...



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


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

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