Schwab - Portfolio downloads OK - Transactions is greyed out
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Updated Quicken to latest version. Schwab accounts log in reset and working, however, Portfolio downloads OK, but the Transactions Tab is greyed out and not functional. How to fix this?
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The Investment Tracking setting for that account probably got reset to Simple, which doesn't allow for a transaction register. Go into the Account Settings for that account, and change the Investment Tracking Method setting to Detailed; that should allow you to access the Transactions tab.
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That did it. Thanks0
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