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- Choose Edit menu > Preferences.
- In the left pane, click Investment Transactions.
In the right pane, select the settings you want to use.
Preference Description List display Use the drop-down list to choose whether to display your investment transaction lists in one
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line or two
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lines. Sort choice Use the Sort choice drop-down list to display your investment transactions by date in ascending (Oldest first) or descending (Newest first) order. Show hidden transactions Select this option to obtain access to balance adjustments and previously resolved placeholder entries for your accounts. This gives you greater control of your balance should you need to remove these transactions to correct historical errors. In addition, you can see how your account calculates the balances for your securities and for cash. Show Attach button The Attach button appears next to the Enter, Edit, and Delete buttons at the bottom right of the current transaction. It provides a way for you to attach an electronic image to a transaction. Automatically Update Quotes every 15 minutes Quicken will automatically retrieve quotes for your securities every 15 minutes. This feature is available in Quicken Premier, or Home & Business
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. Enable Simple Investing (positions -only) With Simple Investing, Quicken keeps track of the positions (number of shares for each security) over time, and your cash balances. Quicken’s tracking is based on information provided by your broker. Your portfolio value, net worth, and investment returns over time will be available, but Quicken will not be able to calculate capital gains and losses or investment income. Quicken will display an account summary rather than an investment transaction register when the account is selected.
If turned on, you will see this option when you set up a new investment account or access the Account Details of a current account.
- Click OK to save your changes.
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