Financial Account Display Has Changed

Michael Winnick
Michael Winnick Member ✭✭✭
edited November 28 in Investing (Windows)

When I used to click on an account I would get a register display. Now I get four windows showing the Total Value of each holding, Portfolio holdings, Top Movers and Value Over Time. I don’t want four windows. I want to be able to look at the register and see my dividends, distributions, transfers, etc. The new display is useless to me, I just want to see the . How do I get that back. How do I tell Quicken I want a register display.

Tagged:

Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Michael Winnick,

    Thanks for reaching out!

    To better understand what you’re seeing, could you please provide a screenshot of the display you’re referring to? Please make sure to redact any personal information before posting.

    If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

    Also, are you experiencing this change with multiple accounts, or is it happening with one specific account? If it's just one, please include the financial institution name for that account.

    Once we can see the layout you're getting, we'll be able to guide you on how to switch back to the register view.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Michael Winnick
    Michael Winnick Member ✭✭✭

    It only happens on financial accounts. I have 5 of them and it happens on all 5. It does not happens on my checking account nor any credit card account. Here's a screen shot of what I get:

    image.png
  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Edit the account properties. You'll see the choice below. You want Complete.

    image.png

    After you've done that, check for any missing transactions which didn't get entered while you were in Simple mode.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

Categories