nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

How to remove a stock from my portfolio that has zero shares

Lakedaisy

Mac Quicken Premier 2018 Ver 5.4.4

I haven't owned shares of this stock for about 10 years. But somehow a zero share line item seems to have appeared. I can't figure out how to remove it. I tried adding 1 share and removing 1 share, but this appears as owning 1 share or negative one share. Any suggestions are appreciated.

Find more posts tagged with

Comments

Quicken Harold

Hi Lakedaisy, appreciate your question.

To remove a stock from your portfolio, you can search for the stock and delete the transactions that coincide with it.

I would search by Security/Payee in Quicken for Mac:

Hope this helps.

Respectfully,
~ Quicken Harold.

Lakedaisy

Thanks Harold and Rick. I tried comparing the file with a file a few days earlier that didn't have the error. Could find no difference in the transactions for this stock. Tried deleting the transactions, but that changed my account value considerably and I didn't want to add a dummy transaction to adjust the balance. Finally, just restored a backup from a couple days ago and updated the missing transactions. Everything appears fine again.

I do have a question though. I see no reason to keep transactions from 8-10 years ago. Is there a way to delete old transactions without changing the account balances? Or is there anything similar to Year End Copy as in the Windows version? Thanks.

Lakedaisy

Thanks Harold and Rick. I tried comparing the file with a file a few days earlier that didn't have the error. Could find no difference in the transactions for this stock. Tried deleting the transactions, but that changed my account value considerably and I didn't want to add a dummy transaction to adjust the balance. Finally, just restored a backup from a couple days ago and updated the missing transactions. Everything appears fine again.

I do have a question though. I see no reason to keep transactions from 8-10 years ago. Is there a way to delete old transactions without changing the account balances? Or is there anything similar to Year End Copy as in the Windows version? Thanks.

Got it. Thanks Rick

jacobs

Thanks Harold and Rick. I tried comparing the file with a file a few days earlier that didn't have the error. Could find no difference in the transactions for this stock. Tried deleting the transactions, but that changed my account value considerably and I didn't want to add a dummy transaction to adjust the balance. Finally, just restored a backup from a couple days ago and updated the missing transactions. Everything appears fine again.

I do have a question though. I see no reason to keep transactions from 8-10 years ago. Is there a way to delete old transactions without changing the account balances? Or is there anything similar to Year End Copy as in the Windows version? Thanks.

Lakedaisy: if those old transactions aren't causing you any serious problems, and you don't want to jump through the hoops that @RickO described to manually remove them, you might just want to leave them for awhile. There have been a lot of requests to purge old data, and my guess would be that the developers will get around to adding this feature at some point in the future. This is a low-priority need, and there are lots of higher priorities that are preventing users from doing things they need in Quicken Mac 2018 -- but I'd expect it's on the future development wishlist for somewhere down the road. So if you don't mind living with the old transactions, maybe wait a year to see if this function gets added to the Quicken Mac product.