How can i edit multiple investment transactions (
Jon Foster
Member ✭✭
Just trying to change the date of multiple transactions in bulk. The fact this is not intuitive is really surprising ( and very frustrating).
0
Best Answer
-
While you can delete multiple investment transactions through a Banking Transaction report, I don't believe you can edit multiple investment transactions that way. (You can try if you have a good backup at hand.) Too many behind the scenes stuff going on with investments for me to trust that approach. Further, even for a banking transaction report, I don't believe you can edit the dates.
Seems to me your best option is to work through one at a time pasting in the desired date(s).5
Answers
-
While you can delete multiple investment transactions through a Banking Transaction report, I don't believe you can edit multiple investment transactions that way. (You can try if you have a good backup at hand.) Too many behind the scenes stuff going on with investments for me to trust that approach. Further, even for a banking transaction report, I don't believe you can edit the dates.
Seems to me your best option is to work through one at a time pasting in the desired date(s).5 -
Why not just type the new date into the Date column, one transaction at a time, in chronological order (you want to try and keep Buys to occur before later Sells)May I ask why you need to change the date of a bunch of investment register transactions? Are you downloading transactions or is everything strictly manual data entry?For entry of Dates, remember the keyboard shortcuts (available for review in Quicken Help). Quick date entry: just type 4 digits with leading zeroes for dates in this year (0131 for Jan 31) or 6 digits for other years in 20xx (013118 for Jan 31, last year)0
