Schwab register view has disappeared
desplin
Quicken Windows Subscription Member ✭✭✭
After the most recent update I no longer have a normal register view for my schwab accounts. I can't enter new transactions etc. It just shows a 4 quadrant overview of my accounts. How do I get the normal register view back? (All other accounts from vanguard etc are normal.)
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Comments
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Hi @desplin, sorry for this inconvenience it sounds like you may be in what's called simple investing. To switch to Complete Investing, please go to Tools > account List > Click "Edit" on the affected account, then make sure Tracking Method is on Complete - Positions and Transactions as shown in the screenshot below.
Complete these steps for all of your accounts, and let me know if this resolves your issue!
- Quicken Jade1 -
Thank You. I just figured that out. Any idea why that happened and only affected my Schwab accounts?0
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Good fix.0
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