Overview and Portfolio Tabs Missing From Register View
Your account register, a design change starting in Quicken 2011 for Windows, no longer has the Overview and Portfolio button options.
To view the overview information for your investment and register account:
- From your account register:
- In Quicken 2013: Select the Actions gear icon at the very top of your register (Ctrl + Shift + N)
- In Quicken 2012 and older: click on Account Actions
- Then select Account Overview.
To locate your portfolio information for an investment account:
- Open an Investment account.
- Click on Investing, then select Portfolio.