Schwab Transaction View (not Dashboards)

figsys · December 2021

This morning updated to 37.64 - now Schwab Investment accounts show up as 4 Dashboards (Top Movers, Value over Time, Top Value etc). How do I get back to the transaction view. All other investment accounts show it except for Schwab.

Quicken Alyssa · January 2022

Hello @figsys,

Thank you for coming to the Community to report the issues you are experiencing, though I apologize that you are having issues at all.

If it's not too much trouble, can you please take some screenshots of what you are seeing with your Schwab accounts and post them here for us?

If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Thank you!

Quicken Alyssa

isonclubikin · January 2022

Might be the same as what I saw. But, I only have Schwab investments so don't know if it was unique:

https://community.quicken.com/discussion/7905025/where-are-my-investment-account-registers-edit-quicken-changed-to-simple-investing#latest

figsys · January 2022

> @isonclubikin said:
> Might be the same as what I saw. But, I only have Schwab investments so don't know if it was unique:
>
> https://community.quicken.com/discussion/7905025/where-are-my-investment-account-registers-edit-quicken-changed-to-simple-investing#latest

Thanks found the account setting. Update changed Schwab only to Simple (from Complete). Had to unwind the update manually.

MaryR · October 2022

did anyone find an answer to this question?

Chris_QPW · October 2022

MaryR said:

did anyone find an answer to this question?

Open the Account Details there is a setting at the bottom that allows you to switch from Simple investing mode to Complete investing mode.

Schwab Transaction View (not Dashboards)

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