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Delete investment accounts with zero share balance

FEC
FEC Member ✭✭
edited October 2018 in Investing (Windows)
Q Premier 2016
Is it possible to delete securities that have been sold and have a zero balance? I have investments from 2000 that appear in Portfolio View that I would like to clean this up.

Comments

  • splasher
    splasher SuperUser ✭✭✭✭
    edited October 2018
    If they are zero, hide them.  If you delete them, the networth report will no longer show assets during the time that you owned the stocks and the report will be worthless.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited September 2018

    You cannot delete a security from the Security List for as long as you have a single transaction in any account register referring to this security.

    If the Portfolio View shows "closed lots" (securities for which you have sold all shares), you can click the Options gear icon in the view and click to deselect "Show closed lots".

This discussion has been closed.