New Investment layout

El Hud
El Hud Quicken Windows 2017 Member ✭✭
edited October 2025 in Registers & Transactions (Windows)

Hello, I added another Mutual Fund to Quicken where I manually track additions/subtractions. When the mutual fund populated, it shows four windows on my home page. In my other Fund, it just shows the register (like a checkbook register) of when I added money or when assets were purchased. How do I change the settings to remove the four windows and only have the register? Thank you

Comments

  • Bob_L
    Bob_L Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I believe your new fund is set up for SIMPLE instead of complete. Right click the account in the account bar, choose edit/delete, clear the box for SIMPLE. Also go to preferences, investments and insure that the option to default to SIMPLE is not checked

    Quicken Business & Personal Subscription, Windows 11 Pro

  • El Hud
    El Hud Quicken Windows 2017 Member ✭✭

    Perfect! Thank you!

This discussion has been closed.

Categories