How to delete a security in Quicken 2019

Charles208

As can be seen in the attached screen print I would like to remove the Add Cost Basis. Blackstone recently switched over to a C-Corp and I have already changed this in the already existing Blackstone that I have. Just need to delete this new addition now. Because I have this problem also with the DWDP, which is now DD, CTVA, DOW.

jacobs

I'm not clear if you want to remove Blackstone 2 entirely, or just the Add Cost Basis for this security. The Add Cost Basis comes from a placeholder transaction. Open the account that contains this security, go to the Transactions screen, scroll back to the beginning of time, and look for a gray placeholder transaction and delete it. Are there any other transactions for this security? If you're trying to get rid of the security entirely, then you'll need to delete all transactions for the security (if the placeholder wan't the only one), and then you can delete the security from the security window.

I recommend always making a backup copy of your data file before taking steps like deleting transactions, securities or accounts, in case you find that your actions have an undesired effect and you need to revert back to the original.

crwalejr

I am not sure I understand your problem but I will give it a shot. I think you want to delete a security from your security list. This can only be done for securities that do not have any transactions. First delete all the transactions from the security and then you will be able to delete the security at Tools/Security List. Hope this helps.

jacobs

I'm not clear if you want to remove Blackstone 2 entirely, or just the Add Cost Basis for this security. The Add Cost Basis comes from a placeholder transaction. Open the account that contains this security, go to the Transactions screen, scroll back to the beginning of time, and look for a gray placeholder transaction and delete it. Are there any other transactions for this security? If you're trying to get rid of the security entirely, then you'll need to delete all transactions for the security (if the placeholder wan't the only one), and then you can delete the security from the security window.

I recommend always making a backup copy of your data file before taking steps like deleting transactions, securities or accounts, in case you find that your actions have an undesired effect and you need to revert back to the original.