How to remove old transactions from investment register

Question

I am trying to eliminate a bunch of old transactions.

volvogirl · Accepted Answer

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 · Accepted Answer

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 · 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!

NotACPA · Accepted Answer

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.