How do I delete an improperly entered placeholder on an investment account.

Attempted to enter a change to a share balance. My entry was not correct and now I need to remove the placeholder entry that was created. Cannot find a process in help to accomplish this.

Best Answer

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Accepted Answer
    First, make sure the Placeholders are visible by going to Edit > Preferences > Investment transactions and making sure Show hidden transactions is checked.

    Then locate the Placeholder you want to delete. Click once to select it then hit the Delete button at the bottom right of the transaction.
    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Accepted Answer
    First, make sure the Placeholders are visible by going to Edit > Preferences > Investment transactions and making sure Show hidden transactions is checked.

    Then locate the Placeholder you want to delete. Click once to select it then hit the Delete button at the bottom right of the transaction.
    QWin Premier subscription
  • ereeseas
    ereeseas Member
    Thank you Jim! Making the hidden transactions visible did the trick.
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