remove expired option

Steve Helfand

there are a number of options that expired worthless in my portfolio. How do I delete them? I went to window > securities highlited one and hit the minus sign and a message pops up "These securities are used by active transactions and cannot be removed"

NotACPA

Sell each of them for $0, then hide the particular option/security.

jacobs

@NotACPA  It is not currently possible to hide a security on Quicken Mac. What some of us do is to edit the unused security name by adding "z" in front of it, so it drops to the bottom of the securities list (e.g. "z-Fidelity XYZ Fund").

There is an Idea thread requesting this functionality which is now marked as "planned", so we know it's on the roadmap and coming -- but Quicken gives no clues how high or low this is on the priority list or when it's likely to show up in the program.

NotACPA

Sell each of them for $0, then hide the particular option/security.

jacobs

@NotACPA  It is not currently possible to hide a security on Quicken Mac. What some of us do is to edit the unused security name by adding "z" in front of it, so it drops to the bottom of the securities list (e.g. "z-Fidelity XYZ Fund").

There is an Idea thread requesting this functionality which is now marked as "planned", so we know it's on the roadmap and coming -- but Quicken gives no clues how high or low this is on the priority list or when it's likely to show up in the program.

Steve Helfand

I cheated. I selected all of the transaction for each option and deleted them. Then I added miscellaneous debit or credit to reach the account's cash balance.

Thanks, guys

NotACPA

jacobs said:

@NotACPA  It is not currently possible to hide a security on Quicken Mac.

Yet another reason to not use QMac.

jacobs

NotACPA said:

jacobs said:

@NotACPA  It is not currently possible to hide a security on Quicken Mac.

Yet another reason to not use QMac.

@NotACPA It's a problem that can be worked around without too much pain (except perhaps for people who have hundreds of old securities), and it's been promised as a forthcoming feature. QMac: always improving! Can you say that about QWin?