Display for Investment does not allow me to see the Register.

Member ✭✭✭

I get this view and can't get rid of it and don't know what to do about it. I want to see the transactions in the Register and can't. Please help! I've spent hours on this!! Thank you.

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Best Answers

  • Member ✭✭✭
    Answer ✓

    Thank you for your replies, bmciance & boatnmaniac! This is an account that I have in Quicken since I started using it in 2005. I followed your suggestions and tried to select Complete Tracking, but it cannot be selected. I got this message:

    This is outrageous! I have several Vanguard accounts and I think it is the same for all of them! 😠

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    You are seeing a problem that has affected many Vanguard customers since the outage earlier this month. Here is a set of steps you can follow to correct this issue. Be sure to follow all the steps, do not take any shortcuts.

    1. Back up your data file in case something goes wrong.
    2. Go to Edit > Preferences > Investments and make sure the "Default to Simple investing for new accounts" box is not checked.
    3. Go to Edit > Preferences > Downloaded transactions and un-check the "Automatically add to investment transaction lists" box. This will give you a chance to review any new transactions to make sure there are no duplicates and the transactions are going to the correct accounts.
    4. Make sure you know the Vanguard account numbers for all the accounts you need to reconnect and the corresponding names in Quicken. For accounts that have been connected for many years, you may need to use old account numbers that begin with 2 digits and a V rather than the current 8 digit numbers.
    5. Go to each problem account and click on the gear at the top right. Select Edit account details and then the Online Services tab. If it says the account is set up for transaction download, click on Deactivate. Do not click on “Set up now” after deactivating, you must go through the following steps.
    6. Go to the General tab and now you should be able to select Complete mode. Select that.
    7. At the top of the Accounts bar, usually on the left side of your screen, where all of your accounts are listed, click on the plus sign. This should open the Add account window. Don't worry, you will not be adding any accounts, you will be linking your current Vanguard accounts in Quicken to the corresponding online accounts.
    8. Enter Vanguard and you should see the Vanguard logo on the right. Below the logo, click on Advanced options. Read the permission screen about Quicken and Intuit and click on Continue.
    9. Under How should Quicken connect, select Direct Connect. Click on Next.
    10. Provide your Vanguard username and password, and check the Save to Password Vault if that is how you normally operate. Click on Next.
    11. You will see a list of all your Vanguard accounts. Any accounts that are already connected will be marked Don't add to Quicken. Accounts that you can connect will have entry boxes. For your existing problem accounts DO NOT SELECT THE DEFAULT OF ADD TO QUICKEN. Instead, select Link to existing account and select the Quicken account to use. Do not guess here. If you don't know which account to select or there are Vanguard accounts that you don't want to track, select Don't add to Quicken and only do the accounts you are sure of. You can pick up at step 7 later and reconnect any other accounts if necessary.
    12. Click on Cancel if you are confused at this point and your accounts will not be re-linked. If you are satisfied, click on Done and your accounts should be set.
    13. Check to make sure any downloaded transactions are going to the correct accounts.

    If you have attempted to update while the accounts were in Simple mode, you may see Added or Removed transactions during that time. You will need to delete these. If there are problems, restore the backup file you saved and you will be back to where you started.

    QWin Premier subscription
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Yes if they are already un-checked, you can proceed. I will clarify the instructions.

    QWin Premier subscription

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited March 25

    You are in your Investing dashboard and your accounts list is minimized. Just click the little arrow next to "Accounts" at the upper left to open up the Accounts list. Then you can click on the account that you want to open the register for.

    OR, this could be that your account has Simple Investing selected. If that is the case, do as above but when you see the account listed, right click on it and select "Edit/Delete" account. There you will see where you can switch between Simple and Complete tracking for the investment account. Once you change back to Complete you will see the register.

    Quicken Windows user since 1993.

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Is this a new account you have recently added to Quicken? Or have you had it for a while and it recently changed to this Dashboard view (also called Simple Tracking)?

    I think the first thing I would do is go to Edit > Preferences > make sure the box is unchecked for Default to Simple Investing for New Accounts.

    Then at the top right above the Dashboard view: Click on the Gear icon > Edit Account Details > General tab > select Complete Tracking > OK. Are you now able to view the transactions register and see the transactions?

    Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home

  • Member ✭✭✭
    Answer ✓

    Thank you for your replies, bmciance & boatnmaniac! This is an account that I have in Quicken since I started using it in 2005. I followed your suggestions and tried to select Complete Tracking, but it cannot be selected. I got this message:

    This is outrageous! I have several Vanguard accounts and I think it is the same for all of them! 😠

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    You are seeing a problem that has affected many Vanguard customers since the outage earlier this month. Here is a set of steps you can follow to correct this issue. Be sure to follow all the steps, do not take any shortcuts.

    1. Back up your data file in case something goes wrong.
    2. Go to Edit > Preferences > Investments and make sure the "Default to Simple investing for new accounts" box is not checked.
    3. Go to Edit > Preferences > Downloaded transactions and un-check the "Automatically add to investment transaction lists" box. This will give you a chance to review any new transactions to make sure there are no duplicates and the transactions are going to the correct accounts.
    4. Make sure you know the Vanguard account numbers for all the accounts you need to reconnect and the corresponding names in Quicken. For accounts that have been connected for many years, you may need to use old account numbers that begin with 2 digits and a V rather than the current 8 digit numbers.
    5. Go to each problem account and click on the gear at the top right. Select Edit account details and then the Online Services tab. If it says the account is set up for transaction download, click on Deactivate. Do not click on “Set up now” after deactivating, you must go through the following steps.
    6. Go to the General tab and now you should be able to select Complete mode. Select that.
    7. At the top of the Accounts bar, usually on the left side of your screen, where all of your accounts are listed, click on the plus sign. This should open the Add account window. Don't worry, you will not be adding any accounts, you will be linking your current Vanguard accounts in Quicken to the corresponding online accounts.
    8. Enter Vanguard and you should see the Vanguard logo on the right. Below the logo, click on Advanced options. Read the permission screen about Quicken and Intuit and click on Continue.
    9. Under How should Quicken connect, select Direct Connect. Click on Next.
    10. Provide your Vanguard username and password, and check the Save to Password Vault if that is how you normally operate. Click on Next.
    11. You will see a list of all your Vanguard accounts. Any accounts that are already connected will be marked Don't add to Quicken. Accounts that you can connect will have entry boxes. For your existing problem accounts DO NOT SELECT THE DEFAULT OF ADD TO QUICKEN. Instead, select Link to existing account and select the Quicken account to use. Do not guess here. If you don't know which account to select or there are Vanguard accounts that you don't want to track, select Don't add to Quicken and only do the accounts you are sure of. You can pick up at step 7 later and reconnect any other accounts if necessary.
    12. Click on Cancel if you are confused at this point and your accounts will not be re-linked. If you are satisfied, click on Done and your accounts should be set.
    13. Check to make sure any downloaded transactions are going to the correct accounts.

    If you have attempted to update while the accounts were in Simple mode, you may see Added or Removed transactions during that time. You will need to delete these. If there are problems, restore the backup file you saved and you will be back to where you started.

    QWin Premier subscription
  • Quicken Windows Subscription Member

    Thank you thank you! Your detailed solution worked perfectly! Now I can see my register and the transactions.

  • Member ✭✭✭
    edited March 26

    Hi Jim, I am slowly working my way through the steps you laid out. Step 2, the box was already unchecked.

    Step 3, the Automatically add to investments transaction lists was also already un-checked.

    So even though they were already unchecked, is it okay to proceed to Step 5?

    Thank you so very much!

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Yes if they are already un-checked, you can proceed. I will clarify the instructions.

    QWin Premier subscription
  • Member ✭✭✭

    Jim, you are more than a SuperUser, you are a SuperGenius! You explained this so very clearly and thanks to you, I have figured out how to get the register and transaction views. Not only that, but by going through your steps, I've learned so much about how things work. I can't wait until the end of this month to use 'Update Transactions' and see the results!

    Thank you from the bottom of my heart,

    Judy

    🙂👍️🌺

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