Schwab register view has disappeared

desplin
desplin Quicken Windows Subscription Member ✭✭✭
edited March 2023 in Registers & Transactions (Windows)
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.)

Comments

  • Quicken Jade
    Quicken Jade Quicken Windows Subscription Alumni ✭✭✭✭
    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 Jade
  • desplin
    desplin Quicken Windows Subscription Member ✭✭✭
    Thank You. I just figured that out. Any idea why that happened and only affected my Schwab accounts?
  • vetnam72
    vetnam72 Quicken Windows 2016 Member
    Good fix.
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