I would like to disable placeholders for one account, but can't

Unknown
Unknown Member
edited November 2018 in Investing (Windows)
If I go to Preferences, "Download transactions preferences", "Edit Settings", the account I want to disable placeholders is not listed here. I do have the account setup as "Keep this account separate" and may be causing the problem. Any ideas?
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Comments

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    edited November 2018
    Have you tried temporarily unchecking Keep this account separate?
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 2018
  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    edited October 2018
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2018
    QWin Premier subscription
  • Unknown
    Unknown Member
    edited October 2018
    Sherlock said:

    Have you tried temporarily unchecking Keep this account separate?

    Yes I tried unchecking "Keep this account separate" but did not help. I think since "downloading transactions" is not enabled, could be the problem. They are old. I am trying to go back far in the account and change how I report items. Thanks.
  • Unknown
    Unknown Member
    edited October 2018
  • Unknown
    Unknown Member
    edited October 2018
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2018
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 2018
    QWin Premier subscription
  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    edited October 2018
    Sherlock said:

    Have you tried temporarily unchecking Keep this account separate?

    Sounds like you want to remove the placeholder transactions.  If you haven't already, you may want to review: https://getsatisfaction.com/quickencommunity/topics/how-do-you-delete-remove-a-place-holder-entry-do...
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 2018
    Sherlock said:

    Have you tried temporarily unchecking Keep this account separate?

    Or if you really want to delete all the placeholders, do a backup first, then click on Placeholder entries at the bottom of the Transaction list (register) and at the bottom right click on Delete all.

    As others have posted, it is generally better to resolve the placeholders by adding or correcting other transactions so that the number of shares the placeholders are adding or removing is zero before deleting them.
    QWin Premier subscription
  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭
    edited October 2018

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2018
    QWin Premier subscription
  • Unknown
    Unknown Member
    edited October 2018
    Thanks. Once I deleted all the placeholders at the bottom of the page, I don't get them anymore. I therefore won't see anymore errors.
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