Undo an Update Share Balance entry

Unknown
Unknown Member
edited November 2018 in Investing (Windows)
In a recent transition to a new account, I had duplicate entries and used the Update Share Balance to zero several (5) accounts, achieving correct Net Worth/Investment values, but losing the associated historical cost data of the zero'd account. How is the best way to undo that action so that I can recover the associated history and then transfer information to the new account.  I really just need advice on how best to undo my Update Share Balance entry as I know how to do the  transfer.  I am using Premier 2018 R 27.1.12.15.  Thanks for any advice.

Comments

  • Greg_the_Geek
    Greg_the_Geek Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 2018
    I would think you would need to restore a backup from before the Update Share Balance. There is no "UnDo" function in  Quicken.
    Quicken Subscription HBRP - Windows 10
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2018
    QWin Premier subscription
  • Unknown
    Unknown Member
    edited October 2018
    Thank you very much Jim.  Following your steps, I got back to where I needed to be to start over and transfer shares as appropriate. Problem solved. Thanks again, Keith 
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