how to eliminate from the investing list those secuities no longer held

shally
shally Member ✭
edited September 2020 in Investing (Windows)
:) :/ :/

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Assuming that you are using a version of Quicken for Windows and your issue is with the Investing tab's Portfolio view
    Click the Options gear icon and remove the checkmark from Show closed lots.
    This will remove all securities which you have sold and no longer hold any shares for from the list.
    If this does not answer your question, please provide more details.
  • markus1957
    markus1957 SuperUser, Windows Beta Beta
    You can hide them in Security List, but cannot delete them if any transactions exist in a register.

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