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How to remove old transactions from investment register

Manhattan53
Manhattan53 Member ✭✭
edited June 2019 in Investing (Windows)
I am trying to eliminate a bunch of old transactions.

Best Answers

  • Manhattan53
    Manhattan53 Member ✭✭
    Accepted Answer
    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!

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited June 2019
    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. 

    QWin Premier subscription
  • Manhattan53
    Manhattan53 Member ✭✭
    Accepted Answer
    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!
This discussion has been closed.