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I have two Investment Accounts that are way off balance. What if i delete both accounts and start ag

Unknown
Unknown Member
edited October 2018 in Investing (Windows)
I have two investment accounts that are way off balance. What if i close/delete accounts from Quicken, and start again? They are about 15 years old.

Comments

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited October 2018
    I suggest you save a data file backup (Ctrl + B) before you begin.  Deleting accounts can be tricky when there are transfers with other accounts. 
  • Unknown
    Unknown Member
    edited October 2018
    Thank you for the reminder. I dont actually have a transfer on these two accounts. I dont really want to delete them, but I its gone way out of control.
  • splasher
    splasher SuperUser ✭✭✭✭
    edited February 2018
    Pat said:

    Thank you for the reminder. I dont actually have a transfer on these two accounts. I dont really want to delete them, but I its gone way out of control.

    Where are they out of control?
    Market Value, qty of shares, cost basis

    Also, how much history are you talking about deleting?  It might take a lot to put it all back in, whereas fixing it may take less effort.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • Unknown
    Unknown Member
    edited March 2018
    And depending on the date of your transactions in the investment accounts, your financial institution may not allow you to download back to that period.

    For instance, Vanguard only allows downloads of two years worth of transactions.

    If your data file is beyond that download period, you will be left with manually adding transactions or possibly placeholder transactions.  
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