Display for Investment does not allow me to see the Register.
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.
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.
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.
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.
Yes if they are already un-checked, you can proceed. I will clarify the instructions.
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.
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: R62.16 on Windows 11 Home
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! 😠
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.
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.
Thank you thank you! Your detailed solution worked perfectly! Now I can see my register and the transactions.
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!
Yes if they are already un-checked, you can proceed. I will clarify the instructions.
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
🙂👍️🌺
@Jim_Harman followed your instructions, and got the register back. However, when I click on the settings gear, I do NOT have the option to Update Transactions. I only have Update Quotes. I had a transaction on Mar 27, and it does not download. hmmmm
@James White Did you follow the instructions exactly, including clicking on the + sign to select Add account and not clicking on Set up now?
Please click on the account's Settings gear and then Edit Account Details. What does it say on the Online Services tab? What are the Financial Institution and Connection method?
@Jim_Harman I shutdown Quicken, and now that I reopened it, the Update Transaction option is available. I'm gonna assume it's working correctly now. This account only has one transaction which is a quarterly dividend reinvestment, so it'll be another 3 months before there's a transaction. Future James can worry about this… haha. Appreciate the excellent support!
I had the same issue and you made my day. I appreciate your knowledge and ability to share it so well. I love Quicken and use it daily. However, changes like this and Quicken's unwillingness or inability to fix problems like this are not acceptable.
@Jim_Harman Jim, you made my day too! Thank you for sharing the detailed instructions. The mistake we were probably making was after deactivating the account, we would click on "set up now" in step 5. After selecting the accounts to connect, it would default the register back to "simple" mode. Hmm…I wonder if your solution would resolve the problem I am having in connecting my 403b accounts that result in "unidentified securities" in a different Quicken data file? That's a problem discussed on a different thread.