How to remove bogus investment transaction?

pwclarke
Quicken Windows 2017 Member
I download my investment transactions from TD Ameritrade. Quicken software has created a "buy" transaction I did not initiate. How do I remove this transaction from Quicken investment ledger??
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To delete an investment transaction, open the register, select the transaction and Delete or Edit > Transaction > Delete or right-click on the transaction and select Delete.0
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It's unlikely "Quicken" created a Buy action; I'd expect that TD Ameritrade sent that Buy action to you in the download. You might want to check with them to see why they did that.
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Thank you Tom. I called TD. It appears the issue is with Quicken. When Quicken goes to TD for the download it looks at the "Family" name of the security--in my case "Wisdom Tree". It then looks for a security that is already in my investment Que--past or present- evidently alphabetically, and downloads that, regardless of the symbol. Thus it entered an incorrect Wisdom Tree ETF DTN rather than AGGY. I am able to delete the DTN transaction and will try manually entering the transaction correctly. Will let you know.0
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pwclarke said:Thank you Tom. I called TD. It appears the issue is with Quicken. When Quicken goes to TD for the download it looks at the "Family" name of the security--in my case "Wisdom Tree". It then looks for a security that is already in my investment Que--past or present- evidently alphabetically, and downloads that, regardless of the symbol. Thus it entered an incorrect Wisdom Tree ETF DTN rather than AGGY. I am able to delete the DTN transaction and will try manually entering the transaction correctly. Will let you know.1
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