Account setting changed from complete to simple

tbf47 · July 18

Quicken R63.21 build 27.1.63.21 Windows 10 Enterprise.

the setting for tracking method on a few of my investment accounts mysteriously switched from complete to simple. The choice box is grayed out so I can not change back. My display for these accounts are in simple mode. I can not see any transactional data. Any suggestions on how to correct this ?

[Deleted User] · July 18

@tbf47 what financial institutions are these investment accounts? Did this change happen after an OSU?

tbf47 · July 18

Edward Jones

yes it did happen after a OSU

Bob_L · July 19

Try restiring a backup. Then be sure the global preference is set to complete investing and not simple before doing another osu.

tbf47 · July 21

Bob where is the global preference for this setting?

Bob_L · July 21

Its under Investments.

Jim_Harman · July 21

Go to Edit > Preferences > Investments

tbf47 · July 21

follow up questions,

after using this for decades, why would this have spontaneously changed? I for sure did not change it.

I have issues now with missing transactions and or transactions that are not cleared. How can I sync these accounts with the host institution?

[Deleted User] · July 21

@tbf47 if you restored a backup to resolve this issue, then you should be able to do an update to get your accounts back in sync again. Otherwise, the only other option is to manually update the missing transactions or manually reconcile to get the accounts back into sync.

As to why this happened, I don't have an answer for that, but I have had this happen to some of my investment accounts, but it was a while ago.

tbf47 · July 21

thanks you

Account setting changed from complete to simple

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