Clean Up the Investment Register - How to Delete Multiple "Adds" / entries?

jah47Ed
Quicken Windows Subscription Member ✭✭
How do I delete multiple erroneous entries in the investment account register? This is not critical - multiple entries do not impact anything - it, to me, is sort of a housekeeping issue.
Control-Shift does not mark multiple entries...
Control-Shift does not mark multiple entries...
0
Best Answers
-
You can create a BANKING transaction report customized to include the applicable investment accounts and transactions. From that report, you can select multiple transactions and Edit to delete them.0
-
If you are on R31.5 or above there is a new way to do this.
From the "gear icon"/menu in the upper right select "Edit multiple transactions".
This will bring up a window with your transactions. From here you can select multiple transactions and delete them.
Note that you can also change the cleared/reconciled status and duplicate transactions.Signature:
This is my website: http://www.quicknperlwiz.com/0
Answers
-
You can create a BANKING transaction report customized to include the applicable investment accounts and transactions. From that report, you can select multiple transactions and Edit to delete them.0
-
I'll try it...0
-
If you are on R31.5 or above there is a new way to do this.
From the "gear icon"/menu in the upper right select "Edit multiple transactions".
This will bring up a window with your transactions. From here you can select multiple transactions and delete them.
Note that you can also change the cleared/reconciled status and duplicate transactions.Signature:
This is my website: http://www.quicknperlwiz.com/0 -
Okay, I'll try this method - Banking transaction report does not show ADDED.0
-
Chris_QWP - Your method works. Rather tedious - I sorted by name. You delete the duplicate entry of say, Apple, and the window returns to the top of the listing - it does not freeze - you have to scroll down back to where you want to find next Apple entry. Better than nothing...0
-
That's a good catch. We'll fix it. Thanks.0
-
Just give us some method to delete multiple entries that we may find in the INVESTMENT registers.0
-
jah47Ed said:Just give us some method to delete multiple entries that we may find in the INVESTMENT registers.Signature:
This is my website: http://www.quicknperlwiz.com/0 -
Thanks for the input Chris_QPW - what you say may be quite true.0
Categories
- All Categories
- 3 Product Ideas
- 27 Announcements
- 190 Alerts, Online Banking & Known Product Issues
- 18 Product Alerts
- 732 Welcome to the Community!
- 606 Before you Buy
- 1.1K Product Ideas
- 50K Quicken Classic for Windows
- 15.5K Quicken Classic for Mac
- 987 Quicken Mobile
- 775 Quicken on the Web
- 75 Quicken LifeHub