How to remove old transactions from investment register

Manhattan53

I am trying to eliminate a bunch of old transactions.

volvogirl

You should never delete investment transactions.  I'm not sure Archive or Year End will remove them.  You need to keep the history.  Unless you have sold the whole account.  Even then I would keep it for a few years.  You should just hide accounts.

NotACPA

Manhattan53 said:

I am trying to eliminate a bunch of old transactions.

That will do nothing to improve your performance of Q ... so why do you believe that it's necessary?

If you explain why you want to do this ... we'll probably have other remedies.

Manhattan53

Thanks to all of you! I wanted to correct some transaction errors. Decided to do it by adjusting the share balance. This is a tax deferred account that I'm in process of reconciling to my statements that I've monitored. So, thanks again, I now know where to solicit experts advice!

NotACPA

While adjusting the share balance will get you back in synch with your brokerage ... it will really screw-up the performance reports for any of those securities that you adjusted.

So, it's your choice as to what's more important to you ... taking the simple route of adjustments OR reviewing those transactions and figuring out why/how they were wrong.

Jim_Harman

If you are running QWin 2019, you can use the Archive function. This will move the transactions for securities you no longer own into a separate archive account

But the question is why do you want to do this? Unless you have more than 10,000 or so transactions in an account and Quicken is running slowly, there is generally no need to get rid of old transactions. 

volvogirl

You should never delete investment transactions.  I'm not sure Archive or Year End will remove them.  You need to keep the history.  Unless you have sold the whole account.  Even then I would keep it for a few years.  You should just hide accounts.

NotACPA

Manhattan53 said:

I am trying to eliminate a bunch of old transactions.

That will do nothing to improve your performance of Q ... so why do you believe that it's necessary?

If you explain why you want to do this ... we'll probably have other remedies.

Manhattan53

Thanks to all of you! I wanted to correct some transaction errors. Decided to do it by adjusting the share balance. This is a tax deferred account that I'm in process of reconciling to my statements that I've monitored. So, thanks again, I now know where to solicit experts advice!

NotACPA

While adjusting the share balance will get you back in synch with your brokerage ... it will really screw-up the performance reports for any of those securities that you adjusted.

So, it's your choice as to what's more important to you ... taking the simple route of adjustments OR reviewing those transactions and figuring out why/how they were wrong.