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Placeholders for switching from average cost to lot identification

jms2106

I changed my Vanguard Accounts from average cost to lot identification at Vanguard and now I'm being asked by Quicken for costs on accounts that go back 10 years. How can I either return to average cost or get rid of the placeholders. It's throwing everything out balance..

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Quicken_Tyka

Hello @jms2106

Thank you for the response and for providing the year and version of Quicken, although I apologize for the delay in the follow-up response.

To switch the tracking basis back, please see the steps and information available here.

If this does not correct the issue, you may need to correct the placeholders following the information available above or restore a back up from prior to making this change.

To learn more about restoring a backup, please take a moment to review the steps and information available here.

I hope this helps!

-Quicken Tyka

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Quicken_Natalie

Hello @jms2106,

Thank you for taking the time to visit the Community and post your issue, although I apologize that you have not yet received a response.

If you are still needing assistance with placeholder entries in Quicken, please take a moment and review the information available here and post back to let us know what version and release of Quicken you are using.

Please also see the information available here and here for more details regarding placeholder entries and how to resolve them.

Thank you,

Quicken Natalie

jms2106

See attachment for my Quicken Year/Version/Build

(edited attached image to redact personal info)

Quicken Version (edited).png

Quicken_Tyka