Why am I getting duplicate securities in retirement and brokerage accounts?

jdmcmah
jdmcmah Member ✭✭
edited November 4 in Investing (Mac)
Hello - I sync'd my transactions today and my wealth grew very unexpectedly. Sadly, it turns out I was not an instant millionaire. Rather, Quicken downloaded/duplicated some securities... and I can't get rid of them.

For example, APPLE INC.COM was duplicated with Unknown security AAPL. I can't delete either of them though and am not sure how to fix the situation. I have cost basis info for all my transactions so would prefer not to remove and add back.

Any thoughts?

Thanks,
John

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @jdmcmah,

    Thank you for reaching out to the Community about your issue, though I am sorry to hear that you are experiencing this.

    Do you have a recent backup you can restore? To start with, I suggest restoring a backup file to see if the same issue occurs in the restored file. If needed, please, review this support article. Scroll down until you see Quicken for Mac and open the blue dropdown section(s) titled Restore Quicken data and/or Restore an automatic backup for instructions on how to restore a backup.

    Let us know how it goes!
    -Quicken Anja