Why is TRANSACTIONS tab greyed out?

peppersvnv
Quicken Mac Other Member ✭✭
I cannot enter stock trades because the transactions button is grey. Settings?
Thanks is advance for your help.
Thanks is advance for your help.
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Answers
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Bring up the Account Settings window for the account. Near the bottom of the settings window there's an option for Investment Tracking Method; you'll probably find that it's set to Simple, change it to Detailed.0
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Go to Settings and under Details select Investment Tracking Method? and check Detailed (positions and transactions).0
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This helped but:Do you want to disconnect this account to use Detailed Tracking? ETRADE - Advisor does not support downloading detailed investment information. If you want to use Detailed Tracking, you must disconnect this account and manually enter your investment transactions.0
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The I guess you have to make a choice:
- Put up with Simple Tracking, or
- Switch to Detailed Tracking & forgo online syncing, or
- Move your investments to a different account that will support Detailed Tracking. I would assume that not all E-Trade accounts require Simple Tracking but I left E-Trade almost 20 years ago & don't know what things are like there now.
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