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:

  1. 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
  2. Then select Account Overview.

To locate your portfolio information for an investment account:

  1. Open an Investment account.
  2. Click on Investing, then select Portfolio.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.